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 | $120,966 | $154,117-21.5% | $129,995-6.9% | $139,434-13.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.64% | 32.48%-13.8pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,677 | $5,289-30.5% | $4,320-14.9% | $4,751-22.6% |
| Participant deferral / active EE | $8,417 | $6,710+25.4% | $5,820+44.6% | $6,710+25.4% |
| Admin fee / account holder | $310 | $14,007-97.8% | $10,614-97.1% | $11,403-97.3% |