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 | $118,276 | $214,378-44.8% | $200,582-41.0% | $142,382-16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.03% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,499 | $6,841-48.9% | $6,419-45.5% | $4,299-18.6% |
| Participant deferral / active EE | $16,859 | $9,865+70.9% | $9,331+80.7% | $6,507+159.1% |
| Admin fee / account holder | $865 | $17,692-95.1% | $16,305-94.7% | $12,624-93.1% |