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 | $147,553 | $198,466-25.7% | $170,442-13.4% | $147,5840% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.65% | 257.29%-243.6pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $6,072 | $6,184-1.8% | $5,433+11.8% | $4,876+24.5% |
| Participant deferral / active EE | $6,680 | $5,629+18.7% | $4,939+35.2% | $5,439+22.8% |
| Admin fee / account holder | $2,042 | $16,852-87.9% | $13,880-85.3% | $10,885-81.2% |