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 | $41,414 | $148,534-72.1% | $135,903-69.5% | $139,434-70.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.16% | 79.19%-51.0pp | 68.23%-40.1pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,788 | $5,243-46.8% | $4,856-42.6% | $4,751-41.3% |
| Participant deferral / active EE | $8,666 | $8,100+7.0% | $7,758+11.7% | $6,710+29.1% |
| Admin fee / account holder | $6,544 | $12,400-47.2% | $10,762-39.2% | $11,403-42.6% |