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 | $122,336 | $201,259-39.2% | $184,200-33.6% | $145,959-16.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.35% | 28.98%-5.6pp | 28.80%-5.5pp | 561.95%-538.6pp |
| Employer contribution / active EE | $3,743 | $7,018-46.7% | $6,424-41.7% | $4,661-19.7% |
| Participant deferral / active EE | $6,984 | $9,806-28.8% | $9,132-23.5% | $6,689+4.4% |
| Admin fee / account holder | $22,140 | $16,372+35.2% | $13,907+59.2% | $13,398+65.3% |