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 | $95,631 | $162,781-41.3% | $133,956-28.6% | $158,922-39.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.78% | 41.94%-22.2pp | 45.09%-25.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,617 | $4,975-47.4% | $3,919-33.2% | $4,761-45.0% |
| Participant deferral / active EE | $9,029 | $5,911+52.7% | $5,048+78.9% | $5,982+50.9% |
| Admin fee / account holder | $11,177 | $11,736-4.8% | $8,927+25.2% | $11,246-0.6% |