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 | $107,497 | $109,881-2.2% | $150,045-28.4% | $84,808+26.8% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 26.18% | 28.25%-2.1pp | 62.55%-36.4pp | 40.90%-14.7pp |
| Employer contribution / active EE | $15,225 | $3,561+327.5% | $4,693+224.4% | $2,631+478.7% |
| Participant deferral / active EE | $8,136 | $6,636+22.6% | $7,997+1.7% | $4,212+93.2% |
| Admin fee / account holder | $1,413 | $8,568-83.5% | $13,435-89.5% | $7,344-80.8% |