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 | $94,565 | $152,587-38.0% | $125,175-24.5% | $152,861-38.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.28% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $9,922 | $4,946+100.6% | $3,865+156.7% | $4,762+108.3% |
| Participant deferral / active EE | $7,308 | $5,868+24.5% | $4,937+48.0% | $5,850+24.9% |
| Admin fee / account holder | $4,061 | $13,434-69.8% | $9,702-58.1% | $11,596-65.0% |