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 | $85,687 | $148,534-42.3% | $135,903-36.9% | $139,434-38.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.44% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,164 | $5,243-39.6% | $4,856-34.8% | $4,751-33.4% |
| Participant deferral / active EE | $8,380 | $8,100+3.5% | $7,758+8.0% | $6,710+24.9% |
| Admin fee / account holder | $5,482 | $12,400-55.8% | $10,762-49.1% | $11,403-51.9% |