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 | $101,528 | $177,572-42.8% | $154,803-34.4% | $142,382-28.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.84% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,013 | $4,810-16.6% | $4,305-6.8% | $4,299-6.7% |
| Participant deferral / active EE | $9,686 | $6,272+54.4% | $5,540+74.8% | $6,507+48.8% |
| Admin fee / account holder | $3,677 | $16,786-78.1% | $14,329-74.3% | $12,624-70.9% |