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 | $104,915 | $197,591-46.9% | $177,821-41.0% | $158,922-34.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.72% | 58.76%-45.0pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $4,465 | $6,697-33.3% | $5,918-24.6% | $4,761-6.2% |
| Participant deferral / active EE | $17,748 | $8,405+111.2% | $7,714+130.1% | $5,982+196.7% |
| Admin fee / account holder | $1,054 | $15,399-93.2% | $12,427-91.5% | $11,246-90.6% |