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 | $119,740 | $178,174-32.8% | $156,181-23.3% | $137,256-12.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.43% | 84.19%-67.8pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,391 | $4,972-51.9% | $4,294-44.3% | $4,156-42.5% |
| Participant deferral / active EE | $10,826 | $6,888+57.2% | $6,132+76.5% | $6,407+69.0% |
| Admin fee / account holder | $5,795 | $17,404-66.7% | $14,586-60.3% | $12,270-52.8% |