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 | $96,236 | $154,117-37.6% | $129,995-26.0% | $139,434-31.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.97% | 32.48%-17.5pp | -137.18%+152.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $19,426 | $5,289+267.3% | $4,320+349.7% | $4,751+308.9% |
| Participant deferral / active EE | $4,979 | $6,710-25.8% | $5,820-14.5% | $6,710-25.8% |
| Admin fee / account holder | $8,913 | $14,007-36.4% | $10,614-16.0% | $11,403-21.8% |