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 | $116,777 | $148,534-21.4% | $135,903-14.1% | $139,434-16.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.08% | 79.19%-54.1pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $9,508 | $5,243+81.4% | $4,856+95.8% | $4,751+100.1% |
| Participant deferral / active EE | $8,073 | $8,100-0.3% | $7,758+4.1% | $6,710+20.3% |
| Admin fee / account holder | $1,688 | $12,400-86.4% | $10,762-84.3% | $11,403-85.2% |