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 | $102,338 | $166,020-38.4% | $164,866-37.9% | $145,959-29.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 11.99% | 100.08%-88.1pp | 69.97%-58.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,117 | $5,275-59.9% | $4,343-51.2% | $4,661-54.6% |
| Participant deferral / active EE | $5,816 | $6,961-16.4% | $6,033-3.6% | $6,689-13.0% |
| Admin fee / account holder | $1,081 | $16,644-93.5% | $12,689-91.5% | $13,398-91.9% |