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 | $115,219 | $135,952-15.3% | $123,892-7.0% | $273,961-57.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.78% | 56.63%-44.8pp | 47.52%-35.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,331 | $5,170-54.9% | $4,617-49.5% | $4,869-52.1% |
| Participant deferral / active EE | $6,134 | $6,343-3.3% | $5,984+2.5% | $5,287+16.0% |
| Admin fee / account holder | $3,642 | $9,817-62.9% | $8,357-56.4% | $10,132-64.1% |