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 | $65,280 | $165,335-60.5% | $149,696-56.4% | $158,922-58.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.48% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $11,560 | $5,103+126.5% | $4,644+148.9% | $4,761+142.8% |
| Participant deferral / active EE | $6,954 | $7,181-3.2% | $6,842+1.6% | $5,982+16.2% |
| Admin fee / account holder | $13,333 | $10,807+23.4% | $9,309+43.2% | $11,246+18.6% |