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 8-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 | $121,382 | $114,381+6.1% | $107,525+12.9% | $142,382-14.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.62% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,460 | $4,015-63.6% | $3,754-61.1% | $4,299-66.0% |
| Participant deferral / active EE | $9,830 | $5,564+76.7% | $5,116+92.2% | $6,507+51.1% |
| Admin fee / account holder | $1,142 | $9,860-88.4% | $8,919-87.2% | $12,624-91.0% |