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 | $78,795 | $154,228-48.9% | $145,433-45.8% | $137,256-42.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.91% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $6,531 | $4,804+35.9% | $4,554+43.4% | $4,156+57.1% |
| Participant deferral / active EE | $9,669 | $8,216+17.7% | $7,897+22.4% | $6,407+50.9% |
| Admin fee / account holder | $2,050 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |