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 | $82,116 | $228,332-64.0% | $185,823-55.8% | $158,922-48.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.91% | 40.80%-23.9pp | 35.95%-19.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,180 | $4,967-56.1% | $4,087-46.7% | $4,761-54.2% |
| Participant deferral / active EE | $4,577 | $6,415-28.6% | $5,632-18.7% | $5,982-23.5% |
| Admin fee / account holder | $3,809 | $11,864-67.9% | $9,500-59.9% | $11,246-66.1% |