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 | $116,815 | $157,256-25.7% | $141,162-17.2% | $152,861-23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.85% | 64.32%-48.5pp | 71.39%-55.5pp | 345.32%-329.5pp |
| Employer contribution / active EE | $5,073 | $5,261-3.6% | $4,735+7.1% | $4,762+6.5% |
| Participant deferral / active EE | $7,745 | $7,109+8.9% | $6,709+15.4% | $5,850+32.4% |
| Admin fee / account holder | $29,473 | $12,120+143.2% | $10,261+187.2% | $11,596+154.2% |