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 | $132,500 | $181,894-27.2% | $156,549-15.4% | $273,961-51.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 47.55% | 30.74%+16.8pp | 32.23%+15.3pp | 41.45%+6.1pp |
| Employer contribution / active EE | $3,502 | $6,248-43.9% | $5,501-36.3% | $4,869-28.1% |
| Participant deferral / active EE | $8,413 | $5,550+51.6% | $4,871+72.7% | $5,287+59.1% |
| Admin fee / account holder | $658 | $15,559-95.8% | $13,027-94.9% | $10,132-93.5% |