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 | $52,888 | $135,952-61.1% | $123,892-57.3% | $273,961-80.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 64.30% | 56.63%+7.7pp | 47.52%+16.8pp | 41.45%+22.8pp |
| Employer contribution / active EE | $10,681 | $5,170+106.6% | $4,617+131.3% | $4,869+119.4% |
| Participant deferral / active EE | $8,590 | $6,343+35.4% | $5,984+43.5% | $5,287+62.5% |
| Admin fee / account holder | $1,169 | $9,817-88.1% | $8,357-86.0% | $10,132-88.5% |