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 | $75,356 | $228,332-67.0% | $185,823-59.4% | $158,922-52.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.43% | 40.80%-23.4pp | 35.95%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,662 | $4,967-6.1% | $4,087+14.1% | $4,761-2.1% |
| Participant deferral / active EE | $3,267 | $6,415-49.1% | $5,632-42.0% | $5,982-45.4% |
| Admin fee / account holder | $6,374 | $11,864-46.3% | $9,500-32.9% | $11,246-43.3% |