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 | $124,256 | $201,272-38.3% | $184,203-32.5% | $145,922-14.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.89% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,252 | $7,022-39.4% | $6,427-33.8% | $4,660-8.7% |
| Participant deferral / active EE | $10,457 | $9,806+6.6% | $9,131+14.5% | $6,688+56.4% |
| Admin fee / account holder | $28,043 | $16,364+71.4% | $13,901+101.7% | $13,397+109.3% |