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 | $149,403 | $209,336-28.6% | $197,124-24.2% | $137,256+8.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.08% | 48.09%-34.0pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,767 | $6,591-42.8% | $6,227-39.5% | $4,156-9.4% |
| Participant deferral / active EE | $11,691 | $9,614+21.6% | $9,135+28.0% | $6,407+82.5% |
| Admin fee / account holder | $18,804 | $17,308+8.6% | $16,298+15.4% | $12,270+53.2% |