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 | $94,667 | $197,591-52.1% | $177,821-46.8% | $158,922-40.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.55% | 58.76%-49.2pp | 48.32%-38.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,998 | $6,697-55.2% | $5,918-49.3% | $4,761-37.0% |
| Participant deferral / active EE | $12,645 | $8,405+50.4% | $7,714+63.9% | $5,982+111.4% |
| Admin fee / account holder | $4,384 | $15,399-71.5% | $12,427-64.7% | $11,246-61.0% |