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 8-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 | $115,326 | $154,117-25.2% | $129,995-11.3% | $139,434-17.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.07% | 32.48%-13.4pp | -137.18%+156.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,000 | $5,289-43.3% | $4,320-30.5% | $4,751-36.9% |
| Participant deferral / active EE | $26,354 | $6,710+292.8% | $5,820+352.8% | $6,710+292.7% |
| Admin fee / account holder | $2,619 | $14,007-81.3% | $10,614-75.3% | $11,403-77.0% |