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 | $45,886 | $201,272-77.2% | $184,203-75.1% | $145,922-68.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.98% | 29.00%-4.0pp | 28.81%-3.8pp | 561.29%-536.3pp |
| Employer contribution / active EE | $3,037 | $7,022-56.7% | $6,427-52.7% | $4,660-34.8% |
| Participant deferral / active EE | $6,085 | $9,806-38.0% | $9,131-33.4% | $6,688-9.0% |
| Admin fee / account holder | $791 | $16,364-95.2% | $13,901-94.3% | $13,397-94.1% |