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 | $110,262 | $148,534-25.8% | $135,903-18.9% | $139,434-20.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.54% | 79.19%-57.7pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,045 | $5,243-61.0% | $4,856-57.9% | $4,751-57.0% |
| Participant deferral / active EE | $8,579 | $8,100+5.9% | $7,758+10.6% | $6,710+27.8% |
| Admin fee / account holder | $869 | $12,400-93.0% | $10,762-91.9% | $11,403-92.4% |