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 | $33,743 | $227,553-85.2% | $189,557-82.2% | $167,490-79.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.41% | 78.40%-58.0pp | 64.17%-43.8pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,250 | $5,316-57.7% | $4,412-49.0% | $4,837-53.5% |
| Participant deferral / active EE | $3,322 | $7,002-52.6% | $6,174-46.2% | $6,341-47.6% |
| Admin fee / account holder | $383 | $11,878-96.8% | $9,807-96.1% | $12,309-96.9% |