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 | $115,742 | $165,335-30.0% | $149,696-22.7% | $158,922-27.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.64% | 348.15%-328.5pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,282 | $5,103-35.7% | $4,644-29.3% | $4,761-31.1% |
| Participant deferral / active EE | $11,177 | $7,181+55.6% | $6,842+63.4% | $5,982+86.8% |
| Admin fee / account holder | $8,338 | $10,807-22.8% | $9,309-10.4% | $11,246-25.9% |