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 | $134,527 | $165,984-19.0% | $164,813-18.4% | $145,922-7.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.64% | 100.03%-79.4pp | 69.93%-49.3pp | 561.29%-540.6pp |
| Employer contribution / active EE | $3,264 | $5,273-38.1% | $4,341-24.8% | $4,660-30.0% |
| Participant deferral / active EE | $7,497 | $6,959+7.7% | $6,031+24.3% | $6,688+12.1% |
| Admin fee / account holder | $805 | $16,648-95.2% | $12,690-93.7% | $13,397-94.0% |