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 | $102,112 | $181,894-43.9% | $156,549-34.8% | $273,961-62.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.81% | 30.74%-16.9pp | 32.23%-18.4pp | 41.45%-27.6pp |
| Employer contribution / active EE | $8,462 | $6,248+35.4% | $5,501+53.8% | $4,869+73.8% |
| Participant deferral / active EE | $10,183 | $5,550+83.5% | $4,871+109.1% | $5,287+92.6% |
| Admin fee / account holder | $794 | $15,559-94.9% | $13,027-93.9% | $10,132-92.2% |