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 | $98,558 | $179,726-45.2% | $156,263-36.9% | $142,382-30.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.85% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $7,017 | $5,069+38.4% | $4,333+61.9% | $4,299+63.2% |
| Participant deferral / active EE | $8,391 | $6,956+20.6% | $6,158+36.3% | $6,507+29.0% |
| Admin fee / account holder | $2,138 | $17,272-87.6% | $14,255-85.0% | $12,624-83.1% |