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 | $110,873 | $114,381-3.1% | $107,525+3.1% | $142,382-22.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.42% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $951 | $4,015-76.3% | $3,754-74.7% | $4,299-77.9% |
| Participant deferral / active EE | $5,453 | $5,564-2.0% | $5,116+6.6% | $6,507-16.2% |
| Admin fee / account holder | $455 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |