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 | $78,858 | $201,272-60.8% | $184,203-57.2% | $145,922-46.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.19% | 29.00%-7.8pp | 28.81%-7.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,963 | $7,022-72.0% | $6,427-69.5% | $4,660-57.9% |
| Participant deferral / active EE | $7,110 | $9,806-27.5% | $9,131-22.1% | $6,688+6.3% |
| Admin fee / account holder | $422 | $16,364-97.4% | $13,901-97.0% | $13,397-96.8% |