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 9-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 | $101,992 | $114,381-10.8% | $107,525-5.1% | $142,382-28.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.39% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,710 | $4,015-32.5% | $3,754-27.8% | $4,299-37.0% |
| Participant deferral / active EE | $8,728 | $5,564+56.9% | $5,116+70.6% | $6,507+34.1% |
| Admin fee / account holder | $523 | $9,860-94.7% | $8,919-94.1% | $12,624-95.9% |