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 | $85,585 | $197,591-56.7% | $177,821-51.9% | $158,922-46.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.69% | 58.76%-45.1pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,581 | $6,697-46.5% | $5,918-39.5% | $4,761-24.8% |
| Participant deferral / active EE | $13,888 | $8,405+65.2% | $7,714+80.0% | $5,982+132.2% |
| Admin fee / account holder | $1,274 | $15,399-91.7% | $12,427-89.8% | $11,246-88.7% |