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 | $101,301 | $177,572-43.0% | $154,803-34.6% | $142,382-28.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.97% | 65.07%-34.1pp | 58.88%-27.9pp | 217.08%-186.1pp |
| Employer contribution / active EE | $7,248 | $4,810+50.7% | $4,305+68.3% | $4,299+68.6% |
| Participant deferral / active EE | $7,435 | $6,272+18.5% | $5,540+34.2% | $6,507+14.3% |
| Admin fee / account holder | $718 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |