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 | $94,330 | $165,335-42.9% | $149,696-37.0% | $158,922-40.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.85% | 348.15%-337.3pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,036 | $5,103-40.5% | $4,644-34.6% | $4,761-36.2% |
| Participant deferral / active EE | $8,288 | $7,181+15.4% | $6,842+21.1% | $5,982+38.6% |
| Admin fee / account holder | $4,596 | $10,807-57.5% | $9,309-50.6% | $11,246-59.1% |