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 | $101,373 | $228,332-55.6% | $185,823-45.4% | $158,922-36.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.81% | 40.80%-28.0pp | 35.95%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $5,569 | $4,967+12.1% | $4,087+36.2% | $4,761+17.0% |
| Participant deferral / active EE | $9,866 | $6,415+53.8% | $5,632+75.2% | $5,982+64.9% |
| Admin fee / account holder | $35,427 | $11,864+198.6% | $9,500+272.9% | $11,246+215.0% |