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 | $102,412 | $127,065-19.4% | $113,168-9.5% | $142,382-28.1% |
| Participation rate | 70.8% | 79.2%-8.4pp | 76.6%-5.7pp | 80.1%-9.3pp |
| Annual return | 15.48% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,346 | $3,442+26.3% | $2,975+46.1% | $4,299+1.1% |
| Participant deferral / active EE | $10,857 | $5,716+89.9% | $5,107+112.6% | $6,507+66.8% |
| Admin fee / account holder | $18,514 | $15,736+17.7% | $12,068+53.4% | $12,624+46.7% |