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 | $106,269 | $217,402-51.1% | $185,823-42.8% | $167,490-36.6% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 14.76% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,400 | $5,873-76.2% | $5,167-72.9% | $4,837-71.1% |
| Participant deferral / active EE | $4,741 | $6,356-25.4% | $5,568-14.9% | $6,341-25.2% |
| Admin fee / account holder | $9,607 | $19,811-51.5% | $16,237-40.8% | $12,309-21.9% |