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 | $75,329 | $149,734-49.7% | $118,925-36.7% | $158,922-52.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.45% | 19.95%-5.5pp | 35.88%-21.4pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,082 | $4,115-25.1% | $3,263-5.5% | $4,761-35.3% |
| Participant deferral / active EE | $7,770 | $5,223+48.8% | $4,265+82.2% | $5,982+29.9% |
| Admin fee / account holder | $6,063 | $8,603-29.5% | $6,581-7.9% | $11,246-46.1% |