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 | $69,176 | $157,256-56.0% | $141,162-51.0% | $152,861-54.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.23% | 64.32%-36.1pp | 71.39%-43.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $16,188 | $5,261+207.7% | $4,735+241.9% | $4,762+239.9% |
| Participant deferral / active EE | $12,781 | $7,109+79.8% | $6,709+90.5% | $5,850+118.5% |
| Admin fee / account holder | $7,474 | $12,120-38.3% | $10,261-27.2% | $11,596-35.6% |