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 | $107,238 | $157,256-31.8% | $141,162-24.0% | $152,861-29.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.32% | 64.32%-49.0pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $7,664 | $5,261+45.7% | $4,735+61.9% | $4,762+60.9% |
| Participant deferral / active EE | $3,028 | $7,109-57.4% | $6,709-54.9% | $5,850-48.2% |
| Admin fee / account holder | $488 | $12,120-96.0% | $10,261-95.2% | $11,596-95.8% |