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 | $95,374 | $117,841-19.1% | $102,423-6.9% | $145,922-34.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 19.97% | 31.65%-11.7pp | 29.32%-9.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $5,501 | $3,615+52.2% | $3,023+81.9% | $4,660+18.1% |
| Participant deferral / active EE | $7,821 | $5,731+36.5% | $5,053+54.8% | $6,688+17.0% |
| Admin fee / account holder | $1,605 | $13,326-88.0% | $9,451-83.0% | $13,397-88.0% |