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 | $103,112 | $197,591-47.8% | $177,821-42.0% | $158,922-35.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.76% | 58.76%-49.0pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $4,900 | $6,697-26.8% | $5,918-17.2% | $4,761+2.9% |
| Participant deferral / active EE | $14,358 | $8,405+70.8% | $7,714+86.1% | $5,982+140.0% |
| Admin fee / account holder | $4,112 | $15,399-73.3% | $12,427-66.9% | $11,246-63.4% |