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 | $73,772 | $165,335-55.4% | $149,696-50.7% | $158,922-53.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.28% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,095 | $5,103-39.3% | $4,644-33.4% | $4,761-35.0% |
| Participant deferral / active EE | $10,650 | $7,181+48.3% | $6,842+55.7% | $5,982+78.0% |
| Admin fee / account holder | $1,984 | $10,807-81.6% | $9,309-78.7% | $11,246-82.4% |