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 | $93,009 | $185,822-49.9% | $169,993-45.3% | $139,434-33.3% |
| Participation rate | 78.3% | 87.8%-9.5pp | 87.0%-8.7pp | 80.3%-2.1pp |
| Annual return | 15.76% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,733 | $7,590-11.3% | $6,785-0.8% | $4,751+41.7% |
| Participant deferral / active EE | $10,548 | $11,622-9.2% | $10,408+1.4% | $6,710+57.2% |
| Admin fee / account holder | $11,309 | $15,381-26.5% | $12,815-11.8% | $11,403-0.8% |