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 | $44,459 | $185,822-76.1% | $169,993-73.8% | $139,434-68.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.11% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,291 | $7,590-56.6% | $6,785-51.5% | $4,751-30.7% |
| Participant deferral / active EE | $3,930 | $11,622-66.2% | $10,408-62.2% | $6,710-41.4% |
| Admin fee / account holder | $444 | $15,381-97.1% | $12,815-96.5% | $11,403-96.1% |