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 | $116,711 | $152,587-23.5% | $125,175-6.8% | $152,861-23.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.34% | 54.84%-31.5pp | 43.79%-20.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,083 | $4,946-78.1% | $3,865-72.0% | $4,762-77.3% |
| Participant deferral / active EE | $4,783 | $5,868-18.5% | $4,937-3.1% | $5,850-18.3% |
| Admin fee / account holder | $1,196 | $13,434-91.1% | $9,702-87.7% | $11,596-89.7% |