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 | $79,775 | $198,466-59.8% | $170,442-53.2% | $147,584-45.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 10.90% | 257.29%-246.4pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,760 | $6,184-71.5% | $5,433-67.6% | $4,876-63.9% |
| Participant deferral / active EE | $9,150 | $5,629+62.5% | $4,939+85.2% | $5,439+68.2% |
| Admin fee / account holder | $7,038 | $16,852-58.2% | $13,880-49.3% | $10,885-35.3% |