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 | $59,120 | $201,259-70.6% | $184,200-67.9% | $145,959-59.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.86% | 28.98%-6.1pp | 28.80%-5.9pp | 561.95%-539.1pp |
| Employer contribution / active EE | $4,952 | $7,018-29.4% | $6,424-22.9% | $4,661+6.2% |
| Participant deferral / active EE | $8,413 | $9,806-14.2% | $9,132-7.9% | $6,689+25.8% |
| Admin fee / account holder | $5,708 | $16,372-65.1% | $13,907-59.0% | $13,398-57.4% |