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 | $24,200 | $179,726-86.5% | $156,263-84.5% | $142,382-83.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.60% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,263 | $5,069-55.4% | $4,333-47.8% | $4,299-47.4% |
| Participant deferral / active EE | $7,369 | $6,956+5.9% | $6,158+19.7% | $6,507+13.2% |
| Admin fee / account holder | $1,358 | $17,272-92.1% | $14,255-90.5% | $12,624-89.2% |