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 | $80,752 | $198,466-59.3% | $170,442-52.6% | $147,584-45.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.90% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $6,758 | $6,184+9.3% | $5,433+24.4% | $4,876+38.6% |
| Participant deferral / active EE | $6,839 | $5,629+21.5% | $4,939+38.5% | $5,439+25.7% |
| Admin fee / account holder | $4,496 | $16,852-73.3% | $13,880-67.6% | $10,885-58.7% |