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 | $136,421 | $72,277+88.7% | $101,248+34.7% | $79,858+70.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.24% | 22.30%-5.1pp | 46.47%-29.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $5,343 | $2,692+98.5% | $3,660+46.0% | $2,471+116.3% |
| Participant deferral / active EE | $6,515 | $3,282+98.5% | $4,370+49.1% | $3,740+74.2% |
| Admin fee / account holder | $2,647 | $4,400-39.8% | $5,945-55.5% | $5,306-50.1% |