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 | $87,509 | $149,679-41.5% | $117,039-25.2% | $147,584-40.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.04% | 19.31%-0.3pp | 18.95%+0.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,130 | $4,937-16.3% | $3,785+9.1% | $4,876-15.3% |
| Participant deferral / active EE | $23,945 | $4,912+387.5% | $3,929+509.4% | $5,439+340.3% |
| Admin fee / account holder | $4,549 | $7,856-42.1% | $5,974-23.9% | $10,885-58.2% |