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 | $144,470 | $181,894-20.6% | $156,549-7.7% | $273,961-47.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 45.84% | 30.74%+15.1pp | 32.23%+13.6pp | 41.45%+4.4pp |
| Employer contribution / active EE | $2,564 | $6,248-59.0% | $5,501-53.4% | $4,869-47.3% |
| Participant deferral / active EE | $7,292 | $5,550+31.4% | $4,871+49.7% | $5,287+37.9% |
| Admin fee / account holder | $4,475 | $15,559-71.2% | $13,027-65.6% | $10,132-55.8% |