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 | $103,445 | $109,817-5.8% | $98,442+5.1% | $167,490-38.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.75% | 1956.69%-1941.9pp | 1492.73%-1478.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,163 | $3,224-1.9% | $2,960+6.8% | $4,837-34.6% |
| Participant deferral / active EE | $4,460 | $4,673-4.6% | $4,276+4.3% | $6,341-29.7% |
| Admin fee / account holder | $6,163 | $6,753-8.7% | $5,949+3.6% | $12,309-49.9% |