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 | $50,493 | $165,335-69.5% | $149,696-66.3% | $158,922-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.01% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,134 | $5,103-58.2% | $4,644-54.1% | $4,761-55.2% |
| Participant deferral / active EE | $10,051 | $7,181+40.0% | $6,842+46.9% | $5,982+68.0% |
| Admin fee / account holder | $2,375 | $10,807-78.0% | $9,309-74.5% | $11,246-78.9% |