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 | $118,977 | $165,335-28.0% | $149,696-20.5% | $158,922-25.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.20% | 348.15%-335.0pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,518 | $5,103-11.5% | $4,644-2.7% | $4,761-5.1% |
| Participant deferral / active EE | $9,257 | $7,181+28.9% | $6,842+35.3% | $5,982+54.7% |
| Admin fee / account holder | $1,168 | $10,807-89.2% | $9,309-87.5% | $11,246-89.6% |