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 | $128,515 | $148,534-13.5% | $135,903-5.4% | $139,434-7.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.59% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,744 | $5,243-28.6% | $4,856-22.9% | $4,751-21.2% |
| Participant deferral / active EE | $12,856 | $8,100+58.7% | $7,758+65.7% | $6,710+91.6% |
| Admin fee / account holder | $1,843 | $12,400-85.1% | $10,762-82.9% | $11,403-83.8% |