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 | $72,067 | $102,828-29.9% | $105,387-31.6% | $152,861-52.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.38% | 20.85%-1.5pp | 26.82%-7.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $5,240 | $4,473+17.2% | $4,213+24.4% | $4,762+10.0% |
| Participant deferral / active EE | $3,151 | $5,465-42.3% | $5,502-42.7% | $5,850-46.1% |
| Admin fee / account holder | $3,161 | $8,683-63.6% | $6,559-51.8% | $11,596-72.7% |