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 | $93,534 | $177,572-47.3% | $154,803-39.6% | $142,382-34.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.20% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $12,903 | $4,810+168.2% | $4,305+199.7% | $4,299+200.1% |
| Participant deferral / active EE | $12,571 | $6,272+100.4% | $5,540+126.9% | $6,507+93.2% |
| Admin fee / account holder | $9,484 | $16,786-43.5% | $14,329-33.8% | $12,624-24.9% |