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 3-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 | $100,016 | $124,425-19.6% | $112,040-10.7% | $137,256-27.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.93% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $23,273 | $3,411+582.2% | $2,954+687.9% | $4,156+460.0% |
| Participant deferral / active EE | $50,773 | $5,718+787.9% | $5,098+896.0% | $6,407+692.5% |
| Admin fee / account holder | $14,928 | $15,207-1.8% | $12,098+23.4% | $12,270+21.7% |