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 | $110,663 | $152,587-27.5% | $125,175-11.6% | $152,861-27.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.35% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,132 | $4,946-77.1% | $3,865-70.7% | $4,762-76.2% |
| Participant deferral / active EE | $4,935 | $5,868-15.9% | $4,9370% | $5,850-15.6% |
| Admin fee / account holder | $2,749 | $13,434-79.5% | $9,702-71.7% | $11,596-76.3% |