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 | $38,824 | $135,952-71.4% | $123,892-68.7% | $273,961-85.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 28.12% | 56.63%-28.5pp | 47.52%-19.4pp | 41.45%-13.3pp |
| Employer contribution / active EE | $8,174 | $5,170+58.1% | $4,617+77.1% | $4,869+67.9% |
| Participant deferral / active EE | $13,912 | $6,343+119.3% | $5,984+132.5% | $5,287+163.1% |
| Admin fee / account holder | $1,860 | $9,817-81.1% | $8,357-77.7% | $10,132-81.6% |