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 | $128,655 | $197,591-34.9% | $177,821-27.6% | $158,922-19.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.09% | 58.76%-46.7pp | 48.32%-36.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $7,167 | $6,697+7.0% | $5,918+21.1% | $4,761+50.5% |
| Participant deferral / active EE | $12,848 | $8,405+52.9% | $7,714+66.6% | $5,982+114.8% |
| Admin fee / account holder | $9,070 | $15,399-41.1% | $12,427-27.0% | $11,246-19.3% |