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 | $104,720 | $114,381-8.4% | $107,525-2.6% | $142,382-26.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.04% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,729 | $4,015-7.1% | $3,754-0.7% | $4,299-13.3% |
| Participant deferral / active EE | $7,856 | $5,564+41.2% | $5,116+53.6% | $6,507+20.7% |
| Admin fee / account holder | $6,260 | $9,860-36.5% | $8,919-29.8% | $12,624-50.4% |