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 | $108,091 | $201,272-46.3% | $184,203-41.3% | $145,922-25.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,716 | $7,022-47.1% | $6,427-42.2% | $4,660-20.2% |
| Participant deferral / active EE | $10,739 | $9,806+9.5% | $9,131+17.6% | $6,688+60.6% |
| Admin fee / account holder | $9,750 | $16,364-40.4% | $13,901-29.9% | $13,397-27.2% |