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 | $125,051 | $152,587-18.0% | $125,175-0.1% | $152,861-18.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.42% | 54.84%-30.4pp | 43.79%-19.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $11,910 | $4,946+140.8% | $3,865+208.1% | $4,762+150.1% |
| Participant deferral / active EE | $8,709 | $5,868+48.4% | $4,937+76.4% | $5,850+48.9% |
| Admin fee / account holder | $3,334 | $13,434-75.2% | $9,702-65.6% | $11,596-71.3% |