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 | $131,916 | $197,591-33.2% | $177,821-25.8% | $158,922-17.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 15.05% | 58.76%-43.7pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $14,780 | $6,697+120.7% | $5,918+149.7% | $4,761+210.4% |
| Participant deferral / active EE | $7,559 | $8,405-10.1% | $7,714-2.0% | $5,982+26.4% |
| Admin fee / account holder | $2,886 | $15,399-81.3% | $12,427-76.8% | $11,246-74.3% |