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 | $107,435 | $157,256-31.7% | $141,162-23.9% | $152,861-29.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.86% | 64.32%-38.5pp | 71.39%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $4,329 | $5,261-17.7% | $4,735-8.6% | $4,762-9.1% |
| Participant deferral / active EE | $8,551 | $7,109+20.3% | $6,709+27.5% | $5,850+46.2% |
| Admin fee / account holder | $12,096 | $12,120-0.2% | $10,261+17.9% | $11,596+4.3% |