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 | $120,672 | $177,572-32.0% | $154,803-22.0% | $142,382-15.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.43% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,307 | $4,810-31.2% | $4,305-23.2% | $4,299-23.1% |
| Participant deferral / active EE | $8,145 | $6,272+29.9% | $5,540+47.0% | $6,507+25.2% |
| Admin fee / account holder | $4,562 | $16,786-72.8% | $14,329-68.2% | $12,624-63.9% |