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 | $57,150 | $210,408-72.8% | $153,485-62.8% | $145,922-60.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.50% | 13.37%-0.9pp | 15.65%-3.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,146 | $6,048-48.0% | $5,039-37.6% | $4,660-32.5% |
| Participant deferral / active EE | $5,765 | $7,975-27.7% | $6,757-14.7% | $6,688-13.8% |
| Admin fee / account holder | $12,017 | $19,419-38.1% | $12,724-5.6% | $13,397-10.3% |