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 | $118,276 | $209,336-43.5% | $197,124-40.0% | $137,256-13.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.03% | 48.09%-27.1pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,499 | $6,591-46.9% | $6,227-43.8% | $4,156-15.8% |
| Participant deferral / active EE | $16,859 | $9,614+75.4% | $9,135+84.6% | $6,407+163.1% |
| Admin fee / account holder | $865 | $17,308-95.0% | $16,298-94.7% | $12,270-92.9% |