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 | $101,374 | $114,381-11.4% | $107,525-5.7% | $142,382-28.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.75% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,811 | $4,015+19.8% | $3,754+28.2% | $4,299+11.9% |
| Participant deferral / active EE | $11,479 | $5,564+106.3% | $5,116+124.4% | $6,507+76.4% |
| Admin fee / account holder | $730 | $9,860-92.6% | $8,919-91.8% | $12,624-94.2% |