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 | $70,061 | $179,726-61.0% | $156,263-55.2% | $142,382-50.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.11% | 77.86%-62.7pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,879 | $5,069-23.5% | $4,333-10.5% | $4,299-9.8% |
| Participant deferral / active EE | $7,393 | $6,956+6.3% | $6,158+20.0% | $6,507+13.6% |
| Admin fee / account holder | $16,827 | $17,272-2.6% | $14,255+18.0% | $12,624+33.3% |