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 | $92,509 | $108,919-15.1% | $100,391-7.9% | $145,922-36.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.82% | 57.88%-39.1pp | 49.20%-30.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,195 | $4,419-27.7% | $3,942-18.9% | $4,660-31.4% |
| Participant deferral / active EE | $6,406 | $8,445-24.1% | $8,082-20.7% | $6,688-4.2% |
| Admin fee / account holder | $456 | $9,689-95.3% | $7,899-94.2% | $13,397-96.6% |