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 | $96,561 | $87,733+10.1% | $106,548-9.4% | $85,850+12.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.34% | 21.86%-7.5pp | 26.80%-12.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $4,760 | $2,073+129.6% | $2,819+68.9% | $2,565+85.6% |
| Participant deferral / active EE | $7,224 | $3,469+108.2% | $4,398+64.3% | $3,952+82.8% |
| Admin fee / account holder | $6,118 | $6,767-9.6% | $7,407-17.4% | $6,260-2.3% |