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 | $101,709 | $227,553-55.3% | $189,557-46.3% | $167,490-39.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.64% | 78.40%-62.8pp | 64.17%-48.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,876 | $5,316-27.1% | $4,412-12.2% | $4,837-19.9% |
| Participant deferral / active EE | $7,645 | $7,002+9.2% | $6,174+23.8% | $6,341+20.6% |
| Admin fee / account holder | $1,320 | $11,878-88.9% | $9,807-86.5% | $12,309-89.3% |