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 | $137,053 | $159,602-14.1% | $150,045-8.7% | $142,382-3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.49% | 70.24%-35.7pp | 62.55%-28.1pp | 217.08%-182.6pp |
| Employer contribution / active EE | $6,204 | $4,961+25.1% | $4,693+32.2% | $4,299+44.3% |
| Participant deferral / active EE | $13,258 | $8,310+59.5% | $7,997+65.8% | $6,507+103.7% |
| Admin fee / account holder | $19,098 | $14,846+28.6% | $13,435+42.2% | $12,624+51.3% |