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 | $138,239 | $201,272-31.3% | $184,203-25.0% | $145,922-5.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.80% | 29.00%-7.2pp | 28.81%-7.0pp | 561.29%-539.5pp |
| Employer contribution / active EE | $3,202 | $7,022-54.4% | $6,427-50.2% | $4,660-31.3% |
| Participant deferral / active EE | $12,788 | $9,806+30.4% | $9,131+40.0% | $6,688+91.2% |
| Admin fee / account holder | $2,525 | $16,364-84.6% | $13,901-81.8% | $13,397-81.1% |