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 | $103,560 | $91,552+13.1% | $133,956-22.7% | $79,858+29.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.77% | 61.85%-41.1pp | 45.09%-24.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $5,357 | $2,384+124.8% | $3,919+36.7% | $2,471+116.8% |
| Participant deferral / active EE | $6,304 | $3,733+68.9% | $5,048+24.9% | $3,740+68.6% |
| Admin fee / account holder | $1,667 | $6,321-73.6% | $8,927-81.3% | $5,306-68.6% |