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 | $106,909 | $152,587-29.9% | $125,175-14.6% | $152,861-30.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.26% | 54.84%-31.6pp | 43.79%-20.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,744 | $4,946-24.3% | $3,865-3.1% | $4,762-21.4% |
| Participant deferral / active EE | $6,946 | $5,868+18.4% | $4,937+40.7% | $5,850+18.7% |
| Admin fee / account holder | $866 | $13,434-93.6% | $9,702-91.1% | $11,596-92.5% |