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 | $124,748 | $162,781-23.4% | $133,956-6.9% | $158,922-21.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.57% | 41.94%-18.4pp | 45.09%-21.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,262 | $4,975-54.5% | $3,919-42.3% | $4,761-52.5% |
| Participant deferral / active EE | $3,545 | $5,911-40.0% | $5,048-29.8% | $5,982-40.7% |
| Admin fee / account holder | $6,723 | $11,736-42.7% | $8,927-24.7% | $11,246-40.2% |