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 | $99,106 | $228,332-56.6% | $185,823-46.7% | $158,922-37.6% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 16.21% | 40.80%-24.6pp | 35.95%-19.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,882 | $4,967-42.0% | $4,087-29.5% | $4,761-39.5% |
| Participant deferral / active EE | $10,802 | $6,415+68.4% | $5,632+91.8% | $5,982+80.6% |
| Admin fee / account holder | $5,092 | $11,864-57.1% | $9,500-46.4% | $11,246-54.7% |