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 | $115,348 | $154,365-25.3% | $130,231-11.4% | $139,434-17.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 21.17% | 30.34%-9.2pp | 38.77%-17.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,840 | $5,170-45.1% | $4,126-31.2% | $4,751-40.2% |
| Participant deferral / active EE | $3,700 | $8,498-56.5% | $6,799-45.6% | $6,710-44.9% |
| Admin fee / account holder | $391 | $9,214-95.8% | $6,020-93.5% | $11,403-96.6% |