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 | $115,279 | $165,335-30.3% | $149,696-23.0% | $158,922-27.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.75% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $9,896 | $5,103+93.9% | $4,644+113.1% | $4,761+107.8% |
| Participant deferral / active EE | $8,024 | $7,181+11.7% | $6,842+17.3% | $5,982+34.1% |
| Admin fee / account holder | $1,022 | $10,807-90.5% | $9,309-89.0% | $11,246-90.9% |