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 | $135,088 | $109,881+22.9% | $150,045-10.0% | $84,808+59.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.40% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,980 | $3,561+39.8% | $4,693+6.1% | $2,631+89.3% |
| Participant deferral / active EE | $8,826 | $6,636+33.0% | $7,997+10.4% | $4,212+109.6% |
| Admin fee / account holder | $10,828 | $8,568+26.4% | $13,435-19.4% | $7,344+47.4% |