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 | $157,739 | $228,332-30.9% | $185,823-15.1% | $158,922-0.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.45% | 40.80%-28.3pp | 35.95%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,649 | $4,967-6.4% | $4,087+13.7% | $4,761-2.4% |
| Participant deferral / active EE | $9,560 | $6,415+49.0% | $5,632+69.7% | $5,982+59.8% |
| Admin fee / account holder | $30,709 | $11,864+158.8% | $9,500+223.2% | $11,246+173.1% |