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 | $97,464 | $118,680-17.9% | $98,907-1.5% | $158,922-38.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.62% | 372.35%-355.7pp | 196.43%-179.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,030 | $3,333-9.1% | $2,689+12.7% | $4,761-36.4% |
| Participant deferral / active EE | $4,341 | $5,088-14.7% | $4,244+2.3% | $5,982-27.4% |
| Admin fee / account holder | $1,855 | $10,131-81.7% | $6,642-72.1% | $11,246-83.5% |