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 | $67,631 | $135,952-50.3% | $123,892-45.4% | $273,961-75.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 40.33% | 56.63%-16.3pp | 47.52%-7.2pp | 41.45%-1.1pp |
| Employer contribution / active EE | $8,944 | $5,170+73.0% | $4,617+93.7% | $4,869+83.7% |
| Participant deferral / active EE | $8,914 | $6,343+40.5% | $5,984+49.0% | $5,287+68.6% |
| Admin fee / account holder | $338 | $9,817-96.6% | $8,357-96.0% | $10,132-96.7% |