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 | $102,078 | $198,466-48.6% | $170,442-40.1% | $147,584-30.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.66% | 257.29%-242.6pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,649 | $6,184-57.2% | $5,433-51.2% | $4,876-45.7% |
| Participant deferral / active EE | $3,699 | $5,629-34.3% | $4,939-25.1% | $5,439-32.0% |
| Admin fee / account holder | $1,723 | $16,852-89.8% | $13,880-87.6% | $10,885-84.2% |