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 | $103,441 | $201,272-48.6% | $184,203-43.8% | $145,922-29.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.53% | 29.00%+1.5pp | 28.81%+1.7pp | 561.29%-530.8pp |
| Employer contribution / active EE | $2,034 | $7,022-71.0% | $6,427-68.4% | $4,660-56.3% |
| Participant deferral / active EE | $8,035 | $9,806-18.1% | $9,131-12.0% | $6,688+20.1% |
| Admin fee / account holder | $15,089 | $16,364-7.8% | $13,901+8.5% | $13,397+12.6% |