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 | $78,329 | $124,319-37.0% | $111,297-29.6% | $167,490-53.2% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 10.75% | 37.44%-26.7pp | 54.65%-43.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $8,943 | $3,435+160.3% | $2,731+227.5% | $4,837+84.9% |
| Participant deferral / active EE | $10,272 | $5,180+98.3% | $4,487+128.9% | $6,341+62.0% |
| Admin fee / account holder | $4,852 | $10,618-54.3% | $7,964-39.1% | $12,309-60.6% |