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 | $113,545 | $109,982+3.2% | $97,226+16.8% | $145,922-22.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.03% | 242.90%-222.9pp | 75.13%-55.1pp | 561.29%-541.3pp |
| Employer contribution / active EE | $987 | $3,084-68.0% | $2,729-63.8% | $4,660-78.8% |
| Participant deferral / active EE | $2,409 | $4,676-48.5% | $4,264-43.5% | $6,688-64.0% |
| Admin fee / account holder | $996 | $6,221-84.0% | $5,654-82.4% | $13,397-92.6% |