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 | $111,101 | $197,591-43.8% | $177,821-37.5% | $158,922-30.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 9.20% | 58.76%-49.6pp | 48.32%-39.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $7,005 | $6,697+4.6% | $5,918+18.4% | $4,761+47.1% |
| Participant deferral / active EE | $3,786 | $8,405-55.0% | $7,714-50.9% | $5,982-36.7% |
| Admin fee / account holder | $3,565 | $15,399-76.9% | $12,427-71.3% | $11,246-68.3% |