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 | $114,221 | $209,336-45.4% | $197,124-42.1% | $137,256-16.8% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 13.51% | 48.09%-34.6pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $7,833 | $6,591+18.8% | $6,227+25.8% | $4,156+88.5% |
| Participant deferral / active EE | $6,492 | $9,614-32.5% | $9,135-28.9% | $6,407+1.3% |
| Admin fee / account holder | $2,973 | $17,308-82.8% | $16,298-81.8% | $12,270-75.8% |