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 | $56,228 | $232,540-75.8% | $185,117-69.6% | $147,584-61.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 30.29% | 43.03%-12.7pp | 40.50%-10.2pp | 578.55%-548.3pp |
| Employer contribution / active EE | $10,309 | $5,195+98.4% | $4,182+146.5% | $4,876+111.4% |
| Participant deferral / active EE | $7,796 | $5,834+33.6% | $5,045+54.5% | $5,439+43.3% |
| Admin fee / account holder | $569 | $10,275-94.5% | $8,159-93.0% | $10,885-94.8% |