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 | $101,249 | $132,634-23.7% | $115,768-12.5% | $137,256-26.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.58% | 160.70%-144.1pp | 100.46%-83.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,263 | $3,360-2.9% | $2,940+11.0% | $4,156-21.5% |
| Participant deferral / active EE | $13,065 | $5,619+132.5% | $4,917+165.7% | $6,407+103.9% |
| Admin fee / account holder | $730 | $15,028-95.1% | $12,439-94.1% | $12,270-94.1% |