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 | $128,808 | $185,822-30.7% | $169,993-24.2% | $139,434-7.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.21% | 60.50%-28.3pp | 53.37%-21.2pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,634 | $7,590-78.5% | $6,785-75.9% | $4,751-65.6% |
| Participant deferral / active EE | $8,848 | $11,622-23.9% | $10,408-15.0% | $6,710+31.9% |
| Admin fee / account holder | $624 | $15,381-95.9% | $12,815-95.1% | $11,403-94.5% |