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 | $114,496 | $197,591-42.1% | $177,821-35.6% | $158,922-28.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.29% | 58.76%-39.5pp | 48.32%-29.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,458 | $6,697-78.2% | $5,918-75.4% | $4,761-69.4% |
| Participant deferral / active EE | $9,008 | $8,405+7.2% | $7,714+16.8% | $5,982+50.6% |
| Admin fee / account holder | $329 | $15,399-97.9% | $12,427-97.4% | $11,246-97.1% |