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 | $45,919 | $157,256-70.8% | $141,162-67.5% | $152,861-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.36% | 64.32%-31.0pp | 71.39%-38.0pp | 345.32%-312.0pp |
| Employer contribution / active EE | $16,639 | $5,261+216.3% | $4,735+251.4% | $4,762+249.4% |
| Participant deferral / active EE | $18,744 | $7,109+163.7% | $6,709+179.4% | $5,850+220.4% |
| Admin fee / account holder | $913 | $12,120-92.5% | $10,261-91.1% | $11,596-92.1% |