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 | $140,136 | $209,411-33.1% | $178,490-21.5% | $158,922-11.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.74% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,419 | $5,706-22.6% | $5,011-11.8% | $4,761-7.2% |
| Participant deferral / active EE | $5,715 | $5,954-4.0% | $5,202+9.9% | $5,982-4.5% |
| Admin fee / account holder | $2,676 | $17,074-84.3% | $13,984-80.9% | $11,246-76.2% |