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 | $45,877 | $165,335-72.3% | $149,696-69.4% | $158,922-71.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.90% | 348.15%-329.2pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $5,484 | $5,103+7.5% | $4,644+18.1% | $4,761+15.2% |
| Participant deferral / active EE | $7,773 | $7,181+8.2% | $6,842+13.6% | $5,982+29.9% |
| Admin fee / account holder | $1,025 | $10,807-90.5% | $9,309-89.0% | $11,246-90.9% |