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 | $101,574 | $159,602-36.4% | $150,045-32.3% | $142,382-28.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.58% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $22,369 | $4,961+350.9% | $4,693+376.6% | $4,299+420.3% |
| Participant deferral / active EE | $9,072 | $8,310+9.2% | $7,997+13.4% | $6,507+39.4% |
| Admin fee / account holder | $24,305 | $14,846+63.7% | $13,435+80.9% | $12,624+92.5% |