See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,189 | $115,882-28.2% | $100,516-17.2% | $158,922-47.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.20% | 34.79%-11.6pp | 30.89%-7.7pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,234 | $4,103-45.5% | $3,418-34.6% | $4,761-53.1% |
| Participant deferral / active EE | $6,822 | $6,674+2.2% | $6,270+8.8% | $5,982+14.0% |
| Admin fee / account holder | $454 | $10,995-95.9% | $8,081-94.4% | $11,246-96.0% |