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 | $125,518 | $98,750+27.1% | $149,696-16.2% | $79,858+57.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.99% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,864 | $3,216+20.1% | $4,644-16.8% | $2,471+56.4% |
| Participant deferral / active EE | $7,317 | $5,680+28.8% | $6,842+7.0% | $3,740+95.7% |
| Admin fee / account holder | $5,586 | $6,053-7.7% | $9,309-40.0% | $5,306+5.3% |