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 7-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 | $52,211 | $159,602-67.3% | $150,045-65.2% | $142,382-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.39% | 70.24%-49.8pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $10,862 | $4,961+119.0% | $4,693+131.4% | $4,299+152.7% |
| Participant deferral / active EE | $22,011 | $8,310+164.9% | $7,997+175.2% | $6,507+238.3% |
| Admin fee / account holder | $12,379 | $14,846-16.6% | $13,435-7.9% | $12,624-1.9% |