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 | $43,393 | $157,256-72.4% | $141,162-69.3% | $152,861-71.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.14% | 64.32%-45.2pp | 71.39%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $5,589 | $5,261+6.2% | $4,735+18.0% | $4,762+17.4% |
| Participant deferral / active EE | $5,578 | $7,109-21.5% | $6,709-16.9% | $5,850-4.6% |
| Admin fee / account holder | $1,030 | $12,120-91.5% | $10,261-90.0% | $11,596-91.1% |