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 | $106,090 | $157,256-32.5% | $141,162-24.8% | $152,861-30.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.87% | 64.32%-39.5pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,144 | $5,261-59.2% | $4,735-54.7% | $4,762-55.0% |
| Participant deferral / active EE | $7,336 | $7,109+3.2% | $6,709+9.3% | $5,850+25.4% |
| Admin fee / account holder | $876 | $12,120-92.8% | $10,261-91.5% | $11,596-92.4% |