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 | $106,676 | $148,534-28.2% | $135,903-21.5% | $139,434-23.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.03% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $16,714 | $5,243+218.8% | $4,856+244.2% | $4,751+251.8% |
| Participant deferral / active EE | $8,727 | $8,100+7.7% | $7,758+12.5% | $6,710+30.1% |
| Admin fee / account holder | $4,181 | $12,400-66.3% | $10,762-61.2% | $11,403-63.3% |