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 | $119,461 | $157,256-24.0% | $141,162-15.4% | $152,861-21.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.13% | 64.32%-33.2pp | 71.39%-40.3pp | 345.32%-314.2pp |
| Employer contribution / active EE | $5,780 | $5,261+9.9% | $4,735+22.1% | $4,762+21.4% |
| Participant deferral / active EE | $10,605 | $7,109+49.2% | $6,709+58.1% | $5,850+81.3% |
| Admin fee / account holder | $7,884 | $12,120-34.9% | $10,261-23.2% | $11,596-32.0% |