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 | $18,072 | $90,503-80.0% | $78,689-77.0% | $273,961-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.14% | 75.60%-65.5pp | 62.18%-52.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $6,032 | $3,176+89.9% | $2,851+111.6% | $4,869+23.9% |
| Participant deferral / active EE | $9,002 | $3,901+130.7% | $3,517+156.0% | $5,287+70.3% |
| Admin fee / account holder | $5,125 | $5,263-2.6% | $4,510+13.6% | $10,132-49.4% |