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 | $134,239 | $185,822-27.8% | $169,993-21.0% | $139,434-3.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.50% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,370 | $7,590-68.8% | $6,785-65.1% | $4,751-50.1% |
| Participant deferral / active EE | $7,522 | $11,622-35.3% | $10,408-27.7% | $6,710+12.1% |
| Admin fee / account holder | $3,828 | $15,381-75.1% | $12,815-70.1% | $11,403-66.4% |