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 | $54,758 | $197,591-72.3% | $177,821-69.2% | $158,922-65.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.28% | 58.76%-34.5pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $7,610 | $6,697+13.6% | $5,918+28.6% | $4,761+59.8% |
| Participant deferral / active EE | $5,200 | $8,405-38.1% | $7,714-32.6% | $5,982-13.1% |
| Admin fee / account holder | $545 | $15,399-96.5% | $12,427-95.6% | $11,246-95.2% |