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 | $98,454 | $157,256-37.4% | $141,162-30.3% | $152,861-35.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.86% | 64.32%-45.5pp | 71.39%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,062 | $5,261-41.8% | $4,735-35.3% | $4,762-35.7% |
| Participant deferral / active EE | $7,407 | $7,109+4.2% | $6,709+10.4% | $5,850+26.6% |
| Admin fee / account holder | $930 | $12,120-92.3% | $10,261-90.9% | $11,596-92.0% |