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 | $96,582 | $210,408-54.1% | $153,485-37.1% | $145,922-33.8% |
| Participation rate | 95.0% | 82.1%+12.9pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.36% | 13.37%+2.0pp | 15.65%-0.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $10,205 | $6,048+68.7% | $5,039+102.5% | $4,660+119.0% |
| Participant deferral / active EE | $4,710 | $7,975-40.9% | $6,757-30.3% | $6,688-29.6% |
| Admin fee / account holder | $11,420 | $19,419-41.2% | $12,724-10.3% | $13,397-14.8% |