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 | $47,377 | $167,307-71.7% | $143,757-67.0% | $134,475-64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 24.74% | 0.46%+24.3pp | -0.04%+24.8pp | 417.96%-393.2pp |
| Employer contribution / active EE | $2,829 | $5,619-49.7% | $4,951-42.9% | $4,740-40.3% |
| Participant deferral / active EE | $3,984 | $6,446-38.2% | $5,637-29.3% | $6,400-37.7% |
| Admin fee / account holder | $1,069 | $18,088-94.1% | $14,673-92.7% | $11,426-90.6% |