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 | $82,270 | $153,772-46.5% | $133,980-38.6% | $273,961-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 61.48% | 36.51%+25.0pp | 29.30%+32.2pp | 41.45%+20.0pp |
| Employer contribution / active EE | $36,440 | $6,029+504.4% | $5,211+599.2% | $4,869+648.5% |
| Participant deferral / active EE | $18,000 | $6,958+158.7% | $6,282+186.5% | $5,287+240.5% |
| Admin fee / account holder | $679 | $11,765-94.2% | $9,324-92.7% | $10,132-93.3% |