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 | $145,967 | $126,574+15.3% | $106,213+37.4% | $145,9220% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.38% | 224.79%-212.4pp | 116.14%-103.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,857 | $3,730+3.4% | $3,171+21.6% | $4,660-17.2% |
| Participant deferral / active EE | $4,409 | $5,724-23.0% | $5,016-12.1% | $6,688-34.1% |
| Admin fee / account holder | $7,085 | $17,304-59.1% | $11,033-35.8% | $13,397-47.1% |