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 | $119,374 | $165,335-27.8% | $149,696-20.3% | $158,922-24.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.26% | 348.15%-323.9pp | 276.60%-252.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $3,820 | $5,103-25.1% | $4,644-17.7% | $4,761-19.8% |
| Participant deferral / active EE | $23,667 | $7,181+229.6% | $6,842+245.9% | $5,982+295.6% |
| Admin fee / account holder | $4,227 | $10,807-60.9% | $9,309-54.6% | $11,246-62.4% |