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 | $37,708 | $214,378-82.4% | $200,582-81.2% | $142,382-73.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.15% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,508 | $6,841-63.3% | $6,419-60.9% | $4,299-41.7% |
| Participant deferral / active EE | $7,380 | $9,865-25.2% | $9,331-20.9% | $6,507+13.4% |
| Admin fee / account holder | $519 | $17,692-97.1% | $16,305-96.8% | $12,624-95.9% |