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 | $134,434 | $214,378-37.3% | $200,582-33.0% | $142,382-5.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.50% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,033 | $6,841-41.1% | $6,419-37.2% | $4,299-6.2% |
| Participant deferral / active EE | $6,630 | $9,865-32.8% | $9,331-28.9% | $6,507+1.9% |
| Admin fee / account holder | $28,354 | $17,692+60.3% | $16,305+73.9% | $12,624+124.6% |