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 | $43,564 | $197,591-78.0% | $177,821-75.5% | $158,922-72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.39% | 58.76%-49.4pp | 48.32%-38.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $7,648 | $6,697+14.2% | $5,918+29.2% | $4,761+60.6% |
| Participant deferral / active EE | $6,347 | $8,405-24.5% | $7,714-17.7% | $5,982+6.1% |
| Admin fee / account holder | $474 | $15,399-96.9% | $12,427-96.2% | $11,246-95.8% |