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 | $100,365 | $124,319-19.3% | $111,297-9.8% | $167,490-40.1% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 14.93% | 37.44%-22.5pp | 54.65%-39.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $6,713 | $3,435+95.4% | $2,731+145.8% | $4,837+38.8% |
| Participant deferral / active EE | $7,799 | $5,180+50.5% | $4,487+73.8% | $6,341+23.0% |
| Admin fee / account holder | $15,932 | $10,618+50.0% | $7,964+100.1% | $12,309+29.4% |