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 | $112,035 | $176,056-36.4% | $159,436-29.7% | $167,490-33.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.77% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,009 | $5,297-43.2% | $4,829-37.7% | $4,837-37.8% |
| Participant deferral / active EE | $3,135 | $7,750-59.6% | $7,352-57.4% | $6,341-50.6% |
| Admin fee / account holder | $2,600 | $12,554-79.3% | $10,799-75.9% | $12,309-78.9% |