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 | $128,140 | $176,056-27.2% | $159,436-19.6% | $167,490-23.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.21% | 331.75%-318.5pp | 263.57%-250.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $7,688 | $5,297+45.1% | $4,829+59.2% | $4,837+58.9% |
| Participant deferral / active EE | $14,310 | $7,750+84.6% | $7,352+94.6% | $6,341+125.7% |
| Admin fee / account holder | $11,617 | $12,554-7.5% | $10,799+7.6% | $12,309-5.6% |