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 | $108,910 | $148,534-26.7% | $135,903-19.9% | $139,434-21.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.17% | 79.19%-58.0pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $10,427 | $5,243+98.9% | $4,856+114.7% | $4,751+119.5% |
| Participant deferral / active EE | $11,889 | $8,100+46.8% | $7,758+53.2% | $6,710+77.2% |
| Admin fee / account holder | $4,263 | $12,400-65.6% | $10,762-60.4% | $11,403-62.6% |