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 | $103,526 | $185,822-44.3% | $169,993-39.1% | $139,434-25.8% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 20.87% | 60.50%-39.6pp | 53.37%-32.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $5,484 | $7,590-27.7% | $6,785-19.2% | $4,751+15.4% |
| Participant deferral / active EE | $18,298 | $11,622+57.4% | $10,408+75.8% | $6,710+172.7% |
| Admin fee / account holder | $35,282 | $15,381+129.4% | $12,815+175.3% | $11,403+209.4% |