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 | $120,475 | $209,411-42.5% | $178,490-32.5% | $158,922-24.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.20% | 188.75%-177.5pp | 151.07%-139.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,914 | $5,706-13.9% | $5,011-1.9% | $4,761+3.2% |
| Participant deferral / active EE | $6,680 | $5,954+12.2% | $5,202+28.4% | $5,982+11.7% |
| Admin fee / account holder | $1,768 | $17,074-89.6% | $13,984-87.4% | $11,246-84.3% |