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 | $28,763 | $165,335-82.6% | $149,696-80.8% | $158,922-81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.85% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,317 | $5,103-35.0% | $4,644-28.6% | $4,761-30.3% |
| Participant deferral / active EE | $5,144 | $7,181-28.4% | $6,842-24.8% | $5,982-14.0% |
| Admin fee / account holder | $457 | $10,807-95.8% | $9,309-95.1% | $11,246-95.9% |