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 | $86,979 | $167,484-48.1% | $151,611-42.6% | $134,475-35.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.63% | 7.80%-7.2pp | 3.33%-2.7pp | 417.96%-417.3pp |
| Employer contribution / active EE | $3,948 | $6,829-42.2% | $6,166-36.0% | $4,740-16.7% |
| Participant deferral / active EE | $12,000 | $8,986+33.5% | $8,363+43.5% | $6,400+87.5% |
| Admin fee / account holder | $1,593 | $13,783-88.4% | $11,616-86.3% | $11,426-86.1% |