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 | $146,465 | $214,378-31.7% | $200,582-27.0% | $142,382+2.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.72% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $12,272 | $6,841+79.4% | $6,419+91.2% | $4,299+185.5% |
| Participant deferral / active EE | $8,185 | $9,865-17.0% | $9,331-12.3% | $6,507+25.8% |
| Admin fee / account holder | $2,864 | $17,692-83.8% | $16,305-82.4% | $12,624-77.3% |