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 | $124,751 | $148,534-16.0% | $135,903-8.2% | $139,434-10.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.56% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $6,189 | $5,243+18.0% | $4,856+27.4% | $4,751+30.3% |
| Participant deferral / active EE | $14,328 | $8,100+76.9% | $7,758+84.7% | $6,710+113.5% |
| Admin fee / account holder | $1,889 | $12,400-84.8% | $10,762-82.5% | $11,403-83.4% |