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 | $86,290 | $177,572-51.4% | $154,803-44.3% | $142,382-39.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.03% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,090 | $4,810-56.5% | $4,305-51.5% | $4,299-51.4% |
| Participant deferral / active EE | $3,994 | $6,272-36.3% | $5,540-27.9% | $6,507-38.6% |
| Admin fee / account holder | $809 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |