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 | $77,654 | $105,181-26.2% | $159,436-51.3% | $85,850-9.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.00% | 45.07%-23.1pp | 263.57%-241.6pp | 318.53%-296.5pp |
| Employer contribution / active EE | $4,136 | $3,318+24.6% | $4,829-14.4% | $2,565+61.2% |
| Participant deferral / active EE | $3,180 | $5,945-46.5% | $7,352-56.8% | $3,952-19.5% |
| Admin fee / account holder | $1,671 | $6,933-75.9% | $10,799-84.5% | $6,260-73.3% |