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 | $104,196 | $185,822-43.9% | $169,993-38.7% | $139,434-25.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.94% | 60.50%-47.6pp | 53.37%-40.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $7,863 | $7,590+3.6% | $6,785+15.9% | $4,751+65.5% |
| Participant deferral / active EE | $4,727 | $11,622-59.3% | $10,408-54.6% | $6,710-29.6% |
| Admin fee / account holder | $6,948 | $15,381-54.8% | $12,815-45.8% | $11,403-39.1% |