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 | $102,240 | $157,256-35.0% | $141,162-27.6% | $152,861-33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.67% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $5,176 | $5,261-1.6% | $4,735+9.3% | $4,762+8.7% |
| Participant deferral / active EE | $10,082 | $7,109+41.8% | $6,709+50.3% | $5,850+72.3% |
| Admin fee / account holder | $17,413 | $12,120+43.7% | $10,261+69.7% | $11,596+50.2% |