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 | $103,795 | $165,335-37.2% | $149,696-30.7% | $158,922-34.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.89% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,953 | $5,103-42.1% | $4,644-36.4% | $4,761-38.0% |
| Participant deferral / active EE | $6,106 | $7,181-15.0% | $6,842-10.8% | $5,982+2.1% |
| Admin fee / account holder | $6,938 | $10,807-35.8% | $9,309-25.5% | $11,246-38.3% |