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 | $63,357 | $209,336-69.7% | $197,124-67.9% | $137,256-53.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.41% | 48.09%-28.7pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,965 | $6,591-55.0% | $6,227-52.4% | $4,156-28.7% |
| Participant deferral / active EE | $10,996 | $9,614+14.4% | $9,135+20.4% | $6,407+71.6% |
| Admin fee / account holder | $1,006 | $17,308-94.2% | $16,298-93.8% | $12,270-91.8% |