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 | $100,480 | $197,591-49.1% | $177,821-43.5% | $158,922-36.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.73% | 58.76%-40.0pp | 48.32%-29.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $4,307 | $6,697-35.7% | $5,918-27.2% | $4,761-9.5% |
| Participant deferral / active EE | $13,915 | $8,405+65.6% | $7,714+80.4% | $5,982+132.6% |
| Admin fee / account holder | $514 | $15,399-96.7% | $12,427-95.9% | $11,246-95.4% |