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 | $130,482 | $209,411-37.7% | $178,490-26.9% | $158,922-17.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.79% | 188.75%-168.0pp | 151.07%-130.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,915 | $5,706-31.4% | $5,011-21.9% | $4,761-17.8% |
| Participant deferral / active EE | $9,705 | $5,954+63.0% | $5,202+86.6% | $5,982+62.2% |
| Admin fee / account holder | $1,917 | $17,074-88.8% | $13,984-86.3% | $11,246-83.0% |