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 | $85,676 | $214,378-60.0% | $200,582-57.3% | $142,382-39.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.18% | 46.41%-27.2pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,299 | $6,841-37.2% | $6,419-33.0% | $4,2990% |
| Participant deferral / active EE | $10,586 | $9,865+7.3% | $9,331+13.4% | $6,507+62.7% |
| Admin fee / account holder | $1,319 | $17,692-92.5% | $16,305-91.9% | $12,624-89.6% |