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 | $87,129 | $127,264-31.5% | $109,895-20.7% | $167,490-48.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 27.43% | 22.97%+4.5pp | 29.45%-2.0pp | 478.56%-451.1pp |
| Employer contribution / active EE | $17,245 | $3,322+419.0% | $2,842+506.7% | $4,837+256.5% |
| Participant deferral / active EE | $5,690 | $4,514+26.1% | $4,048+40.6% | $6,341-10.3% |
| Admin fee / account holder | $3,688 | $7,114-48.2% | $6,066-39.2% | $12,309-70.0% |