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 | $95,662 | $159,602-40.1% | $150,045-36.2% | $142,382-32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.86% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,496 | $4,961-49.7% | $4,693-46.8% | $4,299-41.9% |
| Participant deferral / active EE | $9,446 | $8,310+13.7% | $7,997+18.1% | $6,507+45.2% |
| Admin fee / account holder | $1,328 | $14,846-91.1% | $13,435-90.1% | $12,624-89.5% |