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 | $103,275 | $177,572-41.8% | $154,803-33.3% | $142,382-27.5% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 12.22% | 65.07%-52.8pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,071 | $4,810-57.0% | $4,305-51.9% | $4,299-51.8% |
| Participant deferral / active EE | $5,361 | $6,272-14.5% | $5,540-3.2% | $6,507-17.6% |
| Admin fee / account holder | $11,388 | $16,786-32.2% | $14,329-20.5% | $12,624-9.8% |