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 | $29,100 | $165,335-82.4% | $149,696-80.6% | $158,922-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.69% | 348.15%-313.5pp | 276.60%-241.9pp | 302.83%-268.1pp |
| Employer contribution / active EE | $2,271 | $5,103-55.5% | $4,644-51.1% | $4,761-52.3% |
| Participant deferral / active EE | $3,996 | $7,181-44.4% | $6,842-41.6% | $5,982-33.2% |
| Admin fee / account holder | $1,278 | $10,807-88.2% | $9,309-86.3% | $11,246-88.6% |