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 | $62,767 | $124,281-49.5% | $109,143-42.5% | $167,490-62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.46% | 26.04%-0.6pp | 25.75%-0.3pp | 478.56%-453.1pp |
| Employer contribution / active EE | $8,488 | $4,207+101.8% | $3,722+128.1% | $4,837+75.5% |
| Participant deferral / active EE | $6,636 | $5,255+26.3% | $4,653+42.6% | $6,341+4.6% |
| Admin fee / account holder | $810 | $7,970-89.8% | $6,752-88.0% | $12,309-93.4% |