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 | $79,650 | $228,332-65.1% | $185,823-57.1% | $158,922-49.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.53% | 40.80%-33.3pp | 35.95%-28.4pp | 302.83%-295.3pp |
| Employer contribution / active EE | $7,607 | $4,967+53.2% | $4,087+86.1% | $4,761+59.8% |
| Participant deferral / active EE | $10,700 | $6,415+66.8% | $5,632+90.0% | $5,982+78.9% |
| Admin fee / account holder | $42,213 | $11,864+255.8% | $9,500+344.3% | $11,246+275.4% |