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 | $118,146 | $157,256-24.9% | $141,162-16.3% | $152,861-22.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.04% | 64.32%-41.3pp | 71.39%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,112 | $5,261-2.8% | $4,735+8.0% | $4,762+7.4% |
| Participant deferral / active EE | $10,946 | $7,109+54.0% | $6,709+63.1% | $5,850+87.1% |
| Admin fee / account holder | $4,179 | $12,120-65.5% | $10,261-59.3% | $11,596-64.0% |