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 | $57,760 | $201,272-71.3% | $184,203-68.6% | $145,922-60.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.68% | 29.00%-9.3pp | 28.81%-9.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $7,242 | $7,022+3.1% | $6,427+12.7% | $4,660+55.4% |
| Participant deferral / active EE | $5,930 | $9,806-39.5% | $9,131-35.1% | $6,688-11.3% |
| Admin fee / account holder | $8,800 | $16,364-46.2% | $13,901-36.7% | $13,397-34.3% |