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 | $95,170 | $185,822-48.8% | $169,993-44.0% | $139,434-31.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.53% | 60.50%-40.0pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $5,924 | $7,590-21.9% | $6,785-12.7% | $4,751+24.7% |
| Participant deferral / active EE | $12,967 | $11,622+11.6% | $10,408+24.6% | $6,710+93.2% |
| Admin fee / account holder | $4,705 | $15,381-69.4% | $12,815-63.3% | $11,403-58.7% |