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 | $90,882 | $197,591-54.0% | $177,821-48.9% | $158,922-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.66% | 58.76%-40.1pp | 48.32%-29.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $7,413 | $6,697+10.7% | $5,918+25.3% | $4,761+55.7% |
| Participant deferral / active EE | $15,090 | $8,405+79.5% | $7,714+95.6% | $5,982+152.3% |
| Admin fee / account holder | $1,684 | $15,399-89.1% | $12,427-86.4% | $11,246-85.0% |