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 | $94,303 | $162,781-42.1% | $133,956-29.6% | $158,922-40.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.49% | 41.94%-21.4pp | 45.09%-24.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,860 | $4,975-62.6% | $3,919-52.5% | $4,761-60.9% |
| Participant deferral / active EE | $5,968 | $5,911+1.0% | $5,048+18.2% | $5,982-0.2% |
| Admin fee / account holder | $1,330 | $11,736-88.7% | $8,927-85.1% | $11,246-88.2% |