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 | $112,386 | $148,534-24.3% | $135,903-17.3% | $139,434-19.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.57% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $11,186 | $5,243+113.3% | $4,856+130.3% | $4,751+135.5% |
| Participant deferral / active EE | $10,249 | $8,100+26.5% | $7,758+32.1% | $6,710+52.7% |
| Admin fee / account holder | $12,310 | $12,400-0.7% | $10,762+14.4% | $11,403+8.0% |