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 | $100,848 | $176,056-42.7% | $159,436-36.7% | $167,490-39.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.81% | 331.75%-314.9pp | 263.57%-246.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,968 | $5,297-62.8% | $4,829-59.2% | $4,837-59.3% |
| Participant deferral / active EE | $5,137 | $7,750-33.7% | $7,352-30.1% | $6,341-19.0% |
| Admin fee / account holder | $946 | $12,554-92.5% | $10,799-91.2% | $12,309-92.3% |