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 | $28,422 | $165,335-82.8% | $149,696-81.0% | $158,922-82.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.73% | 348.15%-327.4pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $4,246 | $5,103-16.8% | $4,644-8.6% | $4,761-10.8% |
| Participant deferral / active EE | $10,579 | $7,181+47.3% | $6,842+54.6% | $5,982+76.8% |
| Admin fee / account holder | $1,617 | $10,807-85.0% | $9,309-82.6% | $11,246-85.6% |