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 | $106,886 | $124,319-14.0% | $111,297-4.0% | $167,490-36.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.38% | 37.44%-23.1pp | 54.65%-40.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,020 | $3,435-12.1% | $2,731+10.6% | $4,837-37.6% |
| Participant deferral / active EE | $8,798 | $5,180+69.8% | $4,487+96.1% | $6,341+38.7% |
| Admin fee / account holder | $1,060 | $10,618-90.0% | $7,964-86.7% | $12,309-91.4% |