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 | $96,416 | $201,272-52.1% | $184,203-47.7% | $145,922-33.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.10% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $5,477 | $7,022-22.0% | $6,427-14.8% | $4,660+17.5% |
| Participant deferral / active EE | $13,958 | $9,806+42.3% | $9,131+52.9% | $6,688+108.7% |
| Admin fee / account holder | $1,360 | $16,364-91.7% | $13,901-90.2% | $13,397-89.8% |