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 | $178,174-60.7% | $156,181-55.1% | $137,256-49.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.11% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,879 | $4,972-22.0% | $4,294-9.7% | $4,156-6.7% |
| Participant deferral / active EE | $7,393 | $6,888+7.3% | $6,132+20.6% | $6,407+15.4% |
| Admin fee / account holder | $16,827 | $17,404-3.3% | $14,586+15.4% | $12,270+37.1% |