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 | $101,171 | $165,335-38.8% | $149,696-32.4% | $158,922-36.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.87% | 348.15%-324.3pp | 276.60%-252.7pp | 302.83%-279.0pp |
| Employer contribution / active EE | $4,274 | $5,103-16.2% | $4,644-8.0% | $4,761-10.2% |
| Participant deferral / active EE | $18,339 | $7,181+155.4% | $6,842+168.0% | $5,982+206.6% |
| Admin fee / account holder | $378 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |