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 | $89,502 | $228,332-60.8% | $185,823-51.8% | $158,922-43.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.85% | 40.80%-24.9pp | 35.95%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,327 | $4,967-53.1% | $4,087-43.1% | $4,761-51.1% |
| Participant deferral / active EE | $6,972 | $6,415+8.7% | $5,632+23.8% | $5,982+16.5% |
| Admin fee / account holder | $14,843 | $11,864+25.1% | $9,500+56.2% | $11,246+32.0% |