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 | $100,750 | $154,117-34.6% | $129,995-22.5% | $139,434-27.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $16,014 | $5,289+202.8% | $4,320+270.7% | $4,751+237.1% |
| Participant deferral / active EE | $5,923 | $6,710-11.7% | $5,820+1.8% | $6,710-11.7% |
| Admin fee / account holder | $1,195 | $14,007-91.5% | $10,614-88.7% | $11,403-89.5% |