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 | $106,300 | $140,940-24.6% | $112,229-5.3% | $139,434-23.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.83% | 32.71%-20.9pp | 30.20%-18.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $5,915 | $4,283+38.1% | $3,430+72.4% | $4,751+24.5% |
| Participant deferral / active EE | $8,680 | $5,874+47.8% | $4,798+80.9% | $6,710+29.4% |
| Admin fee / account holder | $7,933 | $9,954-20.3% | $7,748+2.4% | $11,403-30.4% |