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 | $132,314 | $148,534-10.9% | $135,903-2.6% | $139,434-5.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.59% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,690 | $5,243-29.6% | $4,856-24.0% | $4,751-22.3% |
| Participant deferral / active EE | $7,012 | $8,100-13.4% | $7,758-9.6% | $6,710+4.5% |
| Admin fee / account holder | $633 | $12,400-94.9% | $10,762-94.1% | $11,403-94.5% |