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 | $103,578 | $210,408-50.8% | $153,485-32.5% | $145,922-29.0% |
| Participation rate | 85.0% | 82.1%+2.9pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 9.86% | 13.37%-3.5pp | 15.65%-5.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,257 | $6,048-29.6% | $5,039-15.5% | $4,660-8.6% |
| Participant deferral / active EE | $6,262 | $7,975-21.5% | $6,757-7.3% | $6,688-6.4% |
| Admin fee / account holder | $6,248 | $19,419-67.8% | $12,724-50.9% | $13,397-53.4% |