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 | $125,233 | $179,726-30.3% | $156,263-19.9% | $142,382-12.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.42% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,472 | $5,069-31.5% | $4,333-19.9% | $4,299-19.3% |
| Participant deferral / active EE | $17,172 | $6,956+146.9% | $6,158+178.8% | $6,507+163.9% |
| Admin fee / account holder | $2,902 | $17,272-83.2% | $14,255-79.6% | $12,624-77.0% |