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 | $98,004 | $201,272-51.3% | $184,203-46.8% | $145,922-32.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.52% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $5,897 | $7,022-16.0% | $6,427-8.2% | $4,660+26.6% |
| Participant deferral / active EE | $10,475 | $9,806+6.8% | $9,131+14.7% | $6,688+56.6% |
| Admin fee / account holder | $409 | $16,364-97.5% | $13,901-97.1% | $13,397-96.9% |