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 | $92,324 | $117,841-21.7% | $102,423-9.9% | $145,922-36.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.01% | 31.65%-15.6pp | 29.32%-13.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,247 | $3,615+17.5% | $3,023+40.5% | $4,660-8.9% |
| Participant deferral / active EE | $3,748 | $5,731-34.6% | $5,053-25.8% | $6,688-44.0% |
| Admin fee / account holder | $2,672 | $13,326-79.9% | $9,451-71.7% | $13,397-80.1% |