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 | $114,754 | $183,592-37.5% | $155,567-26.2% | $145,959-21.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.66% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,472 | $5,315-72.3% | $4,674-68.5% | $4,661-68.4% |
| Participant deferral / active EE | $9,288 | $6,464+43.7% | $5,628+65.0% | $6,689+38.9% |
| Admin fee / account holder | $1,425 | $19,318-92.6% | $15,916-91.0% | $13,398-89.4% |