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 | $106,298 | $111,535-4.7% | $105,223+1.0% | $137,256-22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.07% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,813 | $3,939-28.6% | $3,689-23.7% | $4,156-32.3% |
| Participant deferral / active EE | $4,596 | $5,500-16.4% | $5,072-9.4% | $6,407-28.3% |
| Admin fee / account holder | $1,059 | $9,721-89.1% | $8,859-88.0% | $12,270-91.4% |