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 | $126,145 | $172,478-26.9% | $145,661-13.4% | $142,382-11.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 16.49% | 151.09%-134.6pp | 101.46%-85.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,940 | $4,899-19.6% | $4,238-7.0% | $4,299-8.4% |
| Participant deferral / active EE | $10,587 | $8,348+26.8% | $7,198+47.1% | $6,507+62.7% |
| Admin fee / account holder | $5,500 | $16,864-67.4% | $12,466-55.9% | $12,624-56.4% |