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 | $109,700 | $154,117-28.8% | $129,995-15.6% | $139,434-21.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.16% | 32.48%-21.3pp | -137.18%+148.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $4,855 | $5,289-8.2% | $4,320+12.4% | $4,751+2.2% |
| Participant deferral / active EE | $6,765 | $6,710+0.8% | $5,820+16.2% | $6,710+0.8% |
| Admin fee / account holder | $413 | $14,007-97.0% | $10,614-96.1% | $11,403-96.4% |