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 | $58,734 | $148,534-60.5% | $135,903-56.8% | $139,434-57.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.05% | 79.19%-55.1pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,750 | $5,243-47.6% | $4,856-43.4% | $4,751-42.1% |
| Participant deferral / active EE | $14,269 | $8,100+76.2% | $7,758+83.9% | $6,710+112.7% |
| Admin fee / account holder | $1,423 | $12,400-88.5% | $10,762-86.8% | $11,403-87.5% |