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 | $118,720 | $177,572-33.1% | $154,803-23.3% | $142,382-16.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.60% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $6,263 | $4,810+30.2% | $4,305+45.5% | $4,299+45.7% |
| Participant deferral / active EE | $5,377 | $6,272-14.3% | $5,540-3.0% | $6,507-17.4% |
| Admin fee / account holder | $885 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |