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 | $143,503 | $201,272-28.7% | $184,203-22.1% | $145,922-1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.58% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $5,878 | $7,022-16.3% | $6,427-8.5% | $4,660+26.1% |
| Participant deferral / active EE | $13,291 | $9,806+35.5% | $9,131+45.6% | $6,688+98.7% |
| Admin fee / account holder | $19,577 | $16,364+19.6% | $13,901+40.8% | $13,397+46.1% |