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 | $155,959 | $227,553-31.5% | $189,557-17.7% | $167,490-6.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.30% | 78.40%-66.1pp | 64.17%-51.9pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,847 | $5,316-65.3% | $4,412-58.2% | $4,837-61.8% |
| Participant deferral / active EE | $2,806 | $7,002-59.9% | $6,174-54.5% | $6,341-55.7% |
| Admin fee / account holder | $844 | $11,878-92.9% | $9,807-91.4% | $12,309-93.1% |