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 | $53,983 | $127,065-57.5% | $113,168-52.3% | $142,382-62.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.42% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,031 | $3,442-41.0% | $2,975-31.7% | $4,299-52.8% |
| Participant deferral / active EE | $4,649 | $5,716-18.7% | $5,107-9.0% | $6,507-28.6% |
| Admin fee / account holder | $607 | $15,736-96.1% | $12,068-95.0% | $12,624-95.2% |