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 | $37,330 | $105,126-64.5% | $94,646-60.6% | $139,434-73.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.81% | 38.03%-22.2pp | 156.71%-140.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,287 | $4,106+4.4% | $3,672+16.8% | $4,751-9.8% |
| Participant deferral / active EE | $6,377 | $7,599-16.1% | $7,418-14.0% | $6,710-5.0% |
| Admin fee / account holder | $4,466 | $8,984-50.3% | $7,231-38.2% | $11,403-60.8% |