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 | $138,543 | $197,591-29.9% | $177,821-22.1% | $158,922-12.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.50% | 58.76%-40.3pp | 48.32%-29.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $7,603 | $6,697+13.5% | $5,918+28.5% | $4,761+59.7% |
| Participant deferral / active EE | $13,083 | $8,405+55.7% | $7,714+69.6% | $5,982+118.7% |
| Admin fee / account holder | $619 | $15,399-96.0% | $12,427-95.0% | $11,246-94.5% |