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 | $43,310 | $165,335-73.8% | $149,696-71.1% | $158,922-72.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.22% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,800 | $5,103-25.5% | $4,644-18.2% | $4,761-20.2% |
| Participant deferral / active EE | $7,534 | $7,181+4.9% | $6,842+10.1% | $5,982+25.9% |
| Admin fee / account holder | $7,625 | $10,807-29.4% | $9,309-18.1% | $11,246-32.2% |