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 | $108,897 | $121,625-10.5% | $104,607+4.1% | $158,922-31.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.15% | 465.26%-450.1pp | 340.46%-325.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,654 | $3,163-16.1% | $2,681-1.0% | $4,761-44.3% |
| Participant deferral / active EE | $4,476 | $4,177+7.2% | $3,740+19.7% | $5,982-25.2% |
| Admin fee / account holder | $4,274 | $7,787-45.1% | $6,473-34.0% | $11,246-62.0% |