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 | $85,685 | $214,378-60.0% | $200,582-57.3% | $142,382-39.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.23% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $8,421 | $6,841+23.1% | $6,419+31.2% | $4,299+95.9% |
| Participant deferral / active EE | $4,661 | $9,865-52.8% | $9,331-50.1% | $6,507-28.4% |
| Admin fee / account holder | $468 | $17,692-97.4% | $16,305-97.1% | $12,624-96.3% |