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 | $80,291 | $148,534-45.9% | $135,903-40.9% | $139,434-42.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.56% | 79.19%-54.6pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,940 | $5,243-43.9% | $4,856-39.5% | $4,751-38.1% |
| Participant deferral / active EE | $7,592 | $8,100-6.3% | $7,758-2.1% | $6,710+13.1% |
| Admin fee / account holder | $10,363 | $12,400-16.4% | $10,762-3.7% | $11,403-9.1% |