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 | $35,091 | $159,602-78.0% | $150,045-76.6% | $142,382-75.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.50% | 70.24%-56.7pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,140 | $4,961+3.6% | $4,693+9.5% | $4,299+19.6% |
| Participant deferral / active EE | $6,795 | $8,310-18.2% | $7,997-15.0% | $6,507+4.4% |
| Admin fee / account holder | $1,807 | $14,846-87.8% | $13,435-86.6% | $12,624-85.7% |