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 | $100,190 | $132,634-24.5% | $115,768-13.5% | $137,256-27.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.83% | 160.70%-146.9pp | 100.46%-86.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,705 | $3,360+40.0% | $2,940+60.0% | $4,156+13.2% |
| Participant deferral / active EE | $10,296 | $5,619+83.2% | $4,917+109.4% | $6,407+60.7% |
| Admin fee / account holder | $5,003 | $15,028-66.7% | $12,439-59.8% | $12,270-59.2% |