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 | $100,968 | $177,572-43.1% | $154,803-34.8% | $142,382-29.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.73% | 65.07%-51.3pp | 58.88%-45.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $9,615 | $4,810+99.9% | $4,305+123.3% | $4,299+123.6% |
| Participant deferral / active EE | $9,491 | $6,272+51.3% | $5,540+71.3% | $6,507+45.9% |
| Admin fee / account holder | $1,008 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |