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 | $93,240 | $197,591-52.8% | $177,821-47.6% | $158,922-41.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.29% | 58.76%-47.5pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $5,254 | $6,697-21.5% | $5,918-11.2% | $4,761+10.4% |
| Participant deferral / active EE | $8,538 | $8,405+1.6% | $7,714+10.7% | $5,982+42.7% |
| Admin fee / account holder | $3,276 | $15,399-78.7% | $12,427-73.6% | $11,246-70.9% |