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 | $135,806 | $201,272-32.5% | $184,203-26.3% | $145,922-6.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.79% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,570 | $7,022-77.6% | $6,427-75.6% | $4,660-66.3% |
| Participant deferral / active EE | $14,747 | $9,806+50.4% | $9,131+61.5% | $6,688+120.5% |
| Admin fee / account holder | $880 | $16,364-94.6% | $13,901-93.7% | $13,397-93.4% |