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 | $101,750 | $209,411-51.4% | $178,490-43.0% | $158,922-36.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.41% | 188.75%-173.3pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $5,552 | $5,706-2.7% | $5,011+10.8% | $4,761+16.6% |
| Participant deferral / active EE | $5,348 | $5,954-10.2% | $5,202+2.8% | $5,982-10.6% |
| Admin fee / account holder | $837 | $17,074-95.1% | $13,984-94.0% | $11,246-92.6% |