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 | $124,317 | $179,726-30.8% | $156,263-20.4% | $142,382-12.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.43% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,400 | $5,069-52.7% | $4,333-44.6% | $4,299-44.2% |
| Participant deferral / active EE | $6,000 | $6,956-13.7% | $6,158-2.6% | $6,507-7.8% |
| Admin fee / account holder | $990 | $17,272-94.3% | $14,255-93.1% | $12,624-92.2% |