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 | $104,572 | $108,919-4.0% | $100,391+4.2% | $145,922-28.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $6,169 | $4,419+39.6% | $3,942+56.5% | $4,660+32.4% |
| Participant deferral / active EE | $15,593 | $8,445+84.6% | $8,082+92.9% | $6,688+133.2% |
| Admin fee / account holder | $9,411 | $9,689-2.9% | $7,899+19.1% | $13,397-29.8% |