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 | $52,211 | $135,952-61.6% | $123,892-57.9% | $273,961-80.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.38% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,068 | $5,170-40.7% | $4,617-33.5% | $4,869-37.0% |
| Participant deferral / active EE | $4,017 | $6,343-36.7% | $5,984-32.9% | $5,287-24.0% |
| Admin fee / account holder | $2,990 | $9,817-69.5% | $8,357-64.2% | $10,132-70.5% |