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 | $105,882 | $154,117-31.3% | $129,995-18.5% | $139,434-24.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.39% | 32.48%-20.1pp | -137.18%+149.6pp | 372.94%-360.6pp |
| Employer contribution / active EE | $5,668 | $5,289+7.2% | $4,320+31.2% | $4,751+19.3% |
| Participant deferral / active EE | $6,801 | $6,710+1.4% | $5,820+16.9% | $6,710+1.4% |
| Admin fee / account holder | $616 | $14,007-95.6% | $10,614-94.2% | $11,403-94.6% |