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 | $55,170 | $148,534-62.9% | $135,903-59.4% | $139,434-60.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.53% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,149 | $5,243-59.0% | $4,856-55.8% | $4,751-54.8% |
| Participant deferral / active EE | $3,223 | $8,100-60.2% | $7,758-58.5% | $6,710-52.0% |
| Admin fee / account holder | $811 | $12,400-93.5% | $10,762-92.5% | $11,403-92.9% |