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 | $47,814 | $192,717-75.2% | $142,449-66.4% | $139,434-65.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.29% | 17.99%-1.7pp | 19.99%-3.7pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,725 | $5,806-53.1% | $4,847-43.8% | $4,751-42.6% |
| Participant deferral / active EE | $5,656 | $7,208-21.5% | $6,283-10.0% | $6,710-15.7% |
| Admin fee / account holder | $1,121 | $15,124-92.6% | $10,011-88.8% | $11,403-90.2% |