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 | $102,161 | $77,419+32.0% | $69,455+47.1% | $152,861-33.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.53% | 39.06%-18.5pp | 28.97%-8.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,523 | $3,315-23.9% | $2,779-9.2% | $4,762-47.0% |
| Participant deferral / active EE | $4,490 | $4,414+1.7% | $3,535+27.0% | $5,850-23.2% |
| Admin fee / account holder | $11,657 | $6,207+87.8% | $3,839+203.6% | $11,596+0.5% |