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 | $114,560 | $165,335-30.7% | $149,696-23.5% | $158,922-27.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.97% | 348.15%-327.2pp | 276.60%-255.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $5,548 | $5,103+8.7% | $4,644+19.5% | $4,761+16.5% |
| Participant deferral / active EE | $7,407 | $7,181+3.2% | $6,842+8.3% | $5,982+23.8% |
| Admin fee / account holder | $2,708 | $10,807-74.9% | $9,309-70.9% | $11,246-75.9% |