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 | $92,420 | $198,466-53.4% | $170,442-45.8% | $147,584-37.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.15% | 257.29%-243.1pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $4,991 | $6,184-19.3% | $5,433-8.1% | $4,876+2.3% |
| Participant deferral / active EE | $3,877 | $5,629-31.1% | $4,939-21.5% | $5,439-28.7% |
| Admin fee / account holder | $6,623 | $16,852-60.7% | $13,880-52.3% | $10,885-39.2% |