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 | $121,470 | $179,726-32.4% | $156,263-22.3% | $142,382-14.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.05% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $22,915 | $5,069+352.0% | $4,333+428.8% | $4,299+433.0% |
| Participant deferral / active EE | $23,210 | $6,956+233.7% | $6,158+276.9% | $6,507+256.7% |
| Admin fee / account holder | $9,567 | $17,272-44.6% | $14,255-32.9% | $12,624-24.2% |