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 | $107,619 | $91,552+17.6% | $133,956-19.7% | $79,858+34.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.85% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,143 | $2,384-10.1% | $3,919-45.3% | $2,471-13.3% |
| Participant deferral / active EE | $6,233 | $3,733+66.9% | $5,048+23.5% | $3,740+66.7% |
| Admin fee / account holder | $2,909 | $6,321-54.0% | $8,927-67.4% | $5,306-45.2% |