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 | $52,098 | $152,587-65.9% | $125,175-58.4% | $152,861-65.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.38% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,816 | $4,946-22.8% | $3,865-1.3% | $4,762-19.9% |
| Participant deferral / active EE | $10,575 | $5,868+80.2% | $4,937+114.2% | $5,850+80.8% |
| Admin fee / account holder | $9,708 | $13,434-27.7% | $9,702+0.1% | $11,596-16.3% |