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 | $122,739 | $198,466-38.2% | $170,442-28.0% | $147,584-16.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.22% | 257.29%-237.1pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,902 | $6,184-53.1% | $5,433-46.6% | $4,876-40.5% |
| Participant deferral / active EE | $5,483 | $5,629-2.6% | $4,939+11.0% | $5,439+0.8% |
| Admin fee / account holder | $1,058 | $16,852-93.7% | $13,880-92.4% | $10,885-90.3% |