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 | $25,656 | $135,952-81.1% | $123,892-79.3% | $273,961-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 100.20% | 56.63%+43.6pp | 47.52%+52.7pp | 41.45%+58.7pp |
| Employer contribution / active EE | $10,625 | $5,170+105.5% | $4,617+130.1% | $4,869+118.2% |
| Participant deferral / active EE | $12,488 | $6,343+96.9% | $5,984+108.7% | $5,287+136.2% |
| Admin fee / account holder | $673 | $9,817-93.1% | $8,357-92.0% | $10,132-93.4% |