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 | $190,952 | $148,534+28.6% | $135,903+40.5% | $139,434+36.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.02% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,937 | $5,243-24.9% | $4,856-18.9% | $4,751-17.1% |
| Participant deferral / active EE | $10,132 | $8,100+25.1% | $7,758+30.6% | $6,710+51.0% |
| Admin fee / account holder | $44,174 | $12,400+256.3% | $10,762+310.5% | $11,403+287.4% |