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 | $102,358 | $148,534-31.1% | $135,903-24.7% | $139,434-26.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.56% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $4,230 | $5,243-19.3% | $4,856-12.9% | $4,751-11.0% |
| Participant deferral / active EE | $19,045 | $8,100+135.1% | $7,758+145.5% | $6,710+183.8% |
| Admin fee / account holder | $1,589 | $12,400-87.2% | $10,762-85.2% | $11,403-86.1% |