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 | $145,975 | $183,592-20.5% | $155,567-6.2% | $145,9590% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.08% | 61.24%-52.2pp | 64.74%-55.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,690 | $5,315-68.2% | $4,674-63.8% | $4,661-63.7% |
| Participant deferral / active EE | $11,682 | $6,464+80.7% | $5,628+107.6% | $6,689+74.7% |
| Admin fee / account holder | $2,555 | $19,318-86.8% | $15,916-83.9% | $13,398-80.9% |