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 | $135,216 | $148,534-9.0% | $135,903-0.5% | $139,434-3.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.10% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,236 | $5,243-38.3% | $4,856-33.4% | $4,751-31.9% |
| Participant deferral / active EE | $9,331 | $8,100+15.2% | $7,758+20.3% | $6,710+39.1% |
| Admin fee / account holder | $2,179 | $12,400-82.4% | $10,762-79.8% | $11,403-80.9% |