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 | $124,101 | $95,416+30.1% | $185,823-33.2% | $85,850+44.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.80% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $5,543 | $3,314+67.3% | $5,167+7.3% | $2,565+116.1% |
| Participant deferral / active EE | $4,297 | $3,423+25.5% | $5,568-22.8% | $3,952+8.7% |
| Admin fee / account holder | $14,886 | $7,213+106.4% | $16,237-8.3% | $6,260+137.8% |