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 | $31,734 | $135,952-76.7% | $123,892-74.4% | $273,961-88.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 62.27% | 56.63%+5.6pp | 47.52%+14.8pp | 41.45%+20.8pp |
| Employer contribution / active EE | $12,530 | $5,170+142.4% | $4,617+171.4% | $4,869+157.4% |
| Participant deferral / active EE | $4,873 | $6,343-23.2% | $5,984-18.6% | $5,287-7.8% |
| Admin fee / account holder | $3,329 | $9,817-66.1% | $8,357-60.2% | $10,132-67.1% |