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 | $115,266 | $226,064-49.0% | $182,532-36.9% | $152,861-24.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.50% | 192.51%-166.0pp | 148.54%-122.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,891 | $4,978-41.9% | $4,076-29.1% | $4,762-39.3% |
| Participant deferral / active EE | $6,594 | $6,368+3.6% | $5,524+19.4% | $5,850+12.7% |
| Admin fee / account holder | $1,986 | $10,703-81.4% | $8,592-76.9% | $11,596-82.9% |