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 | $104,629 | $157,256-33.5% | $141,162-25.9% | $152,861-31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.26% | 64.32%-36.1pp | 71.39%-43.1pp | 345.32%-317.1pp |
| Employer contribution / active EE | $5,200 | $5,261-1.2% | $4,735+9.8% | $4,762+9.2% |
| Participant deferral / active EE | $12,415 | $7,109+74.6% | $6,709+85.1% | $5,850+112.2% |
| Admin fee / account holder | $11,156 | $12,120-8.0% | $10,261+8.7% | $11,596-3.8% |