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 | $131,885 | $148,534-11.2% | $135,903-3.0% | $139,434-5.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.23% | 79.19%-60.0pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,279 | $5,243-37.5% | $4,856-32.5% | $4,751-31.0% |
| Participant deferral / active EE | $13,448 | $8,100+66.0% | $7,758+73.3% | $6,710+100.4% |
| Admin fee / account holder | $481 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |