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 | $101,965 | $217,402-53.1% | $185,823-45.1% | $167,490-39.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 17.07% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,967 | $5,873-49.5% | $5,167-42.6% | $4,837-38.7% |
| Participant deferral / active EE | $10,718 | $6,356+68.6% | $5,568+92.5% | $6,341+69.0% |
| Admin fee / account holder | $655 | $19,811-96.7% | $16,237-96.0% | $12,309-94.7% |