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 | $116,455 | $159,602-27.0% | $150,045-22.4% | $142,382-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.54% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,427 | $4,961+9.4% | $4,693+15.6% | $4,299+26.2% |
| Participant deferral / active EE | $9,070 | $8,310+9.1% | $7,997+13.4% | $6,507+39.4% |
| Admin fee / account holder | $8,924 | $14,846-39.9% | $13,435-33.6% | $12,624-29.3% |