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 | $105,120 | $157,256-33.2% | $141,162-25.5% | $152,861-31.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.76% | 64.32%-37.6pp | 71.39%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $6,897 | $5,261+31.1% | $4,735+45.7% | $4,762+44.8% |
| Participant deferral / active EE | $7,365 | $7,109+3.6% | $6,709+9.8% | $5,850+25.9% |
| Admin fee / account holder | $1,602 | $12,120-86.8% | $10,261-84.4% | $11,596-86.2% |