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 | $101,250 | $154,228-34.4% | $145,433-30.4% | $137,256-26.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.81% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,366 | $4,804-71.6% | $4,554-70.0% | $4,156-67.1% |
| Participant deferral / active EE | $6,742 | $8,216-17.9% | $7,897-14.6% | $6,407+5.2% |
| Admin fee / account holder | $11,173 | $14,344-22.1% | $13,129-14.9% | $12,270-8.9% |