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 | $103,139 | $132,634-22.2% | $115,768-10.9% | $137,256-24.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.95% | 160.70%-142.7pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $662 | $3,360-80.3% | $2,940-77.5% | $4,156-84.1% |
| Participant deferral / active EE | $3,007 | $5,619-46.5% | $4,917-38.8% | $6,407-53.1% |
| Admin fee / account holder | $564 | $15,028-96.2% | $12,439-95.5% | $12,270-95.4% |