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 | $135,982 | $198,466-31.5% | $170,442-20.2% | $147,584-7.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.68% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,853 | $6,184-37.7% | $5,433-29.1% | $4,876-21.0% |
| Participant deferral / active EE | $13,510 | $5,629+140.0% | $4,939+173.5% | $5,439+148.4% |
| Admin fee / account holder | $3,713 | $16,852-78.0% | $13,880-73.2% | $10,885-65.9% |