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 | $118,165 | $217,402-45.6% | $185,823-36.4% | $167,490-29.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.39% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,026 | $5,873-48.5% | $5,167-41.4% | $4,837-37.4% |
| Participant deferral / active EE | $6,707 | $6,356+5.5% | $5,568+20.5% | $6,341+5.8% |
| Admin fee / account holder | $5,594 | $19,811-71.8% | $16,237-65.6% | $12,309-54.6% |