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 | $57,160 | $110,261-48.2% | $95,745-40.3% | $139,434-59.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.23% | 27.11%-10.9pp | 28.35%-12.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $9,850 | $3,257+202.4% | $2,835+247.5% | $4,751+107.3% |
| Participant deferral / active EE | $4,000 | $4,676-14.5% | $4,245-5.8% | $6,710-40.4% |
| Admin fee / account holder | $4,683 | $6,613-29.2% | $5,678-17.5% | $11,403-58.9% |