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 | $135,436 | $202,432-33.1% | $169,368-20.0% | $139,434-2.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.10% | 531.74%-519.6pp | 405.60%-393.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,016 | $4,692-35.7% | $4,013-24.8% | $4,751-36.5% |
| Participant deferral / active EE | $5,496 | $6,938-20.8% | $6,221-11.7% | $6,710-18.1% |
| Admin fee / account holder | $1,900 | $10,708-82.3% | $9,003-78.9% | $11,403-83.3% |