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 | $70,407 | $165,335-57.4% | $149,696-53.0% | $158,922-55.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.29% | 348.15%-338.9pp | 276.60%-267.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,789 | $5,103-45.4% | $4,644-40.0% | $4,761-41.4% |
| Participant deferral / active EE | $4,333 | $7,181-39.7% | $6,842-36.7% | $5,982-27.6% |
| Admin fee / account holder | $872 | $10,807-91.9% | $9,309-90.6% | $11,246-92.2% |