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 | $67,554 | $104,251-35.2% | $91,001-25.8% | $147,584-54.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.06% | 27.06%-14.0pp | 4.60%+8.5pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,871 | $3,116-7.9% | $2,456+16.9% | $4,876-41.1% |
| Participant deferral / active EE | $8,409 | $4,195+100.5% | $3,547+137.1% | $5,439+54.6% |
| Admin fee / account holder | $758 | $8,948-91.5% | $5,417-86.0% | $10,885-93.0% |