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 | $91,355 | $154,228-40.8% | $145,433-37.2% | $137,256-33.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.94% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,373 | $4,804-50.6% | $4,554-47.9% | $4,156-42.9% |
| Participant deferral / active EE | $9,167 | $8,216+11.6% | $7,897+16.1% | $6,407+43.1% |
| Admin fee / account holder | $2,381 | $14,344-83.4% | $13,129-81.9% | $12,270-80.6% |