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 | $77,365 | $148,534-47.9% | $135,903-43.1% | $139,434-44.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.82% | 79.19%-49.4pp | 68.23%-38.4pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,859 | $5,243-64.5% | $4,856-61.7% | $4,751-60.9% |
| Participant deferral / active EE | $14,358 | $8,100+77.3% | $7,758+85.1% | $6,710+114.0% |
| Admin fee / account holder | $4,607 | $12,400-62.8% | $10,762-57.2% | $11,403-59.6% |