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 | $97,462 | $177,572-45.1% | $154,803-37.0% | $142,382-31.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.77% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,975 | $4,810-38.2% | $4,305-30.9% | $4,299-30.8% |
| Participant deferral / active EE | $3,042 | $6,272-51.5% | $5,540-45.1% | $6,507-53.3% |
| Admin fee / account holder | $532 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |