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 | $106,605 | $172,478-38.2% | $145,661-26.8% | $142,382-25.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.68% | 151.09%-135.4pp | 101.46%-85.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,353 | $4,899-52.0% | $4,238-44.5% | $4,299-45.3% |
| Participant deferral / active EE | $5,873 | $8,348-29.6% | $7,198-18.4% | $6,507-9.7% |
| Admin fee / account holder | $4,614 | $16,864-72.6% | $12,466-63.0% | $12,624-63.5% |