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 | $91,693 | $185,822-50.7% | $169,993-46.1% | $139,434-34.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.00% | 60.50%-44.5pp | 53.37%-37.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $5,161 | $7,590-32.0% | $6,785-23.9% | $4,751+8.6% |
| Participant deferral / active EE | $8,844 | $11,622-23.9% | $10,408-15.0% | $6,710+31.8% |
| Admin fee / account holder | $3,616 | $15,381-76.5% | $12,815-71.8% | $11,403-68.3% |