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 | $131,814 | $201,272-34.5% | $184,203-28.4% | $145,922-9.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 29.00%-14.6pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $11,080 | $7,022+57.8% | $6,427+72.4% | $4,660+137.8% |
| Participant deferral / active EE | $19,109 | $9,806+94.9% | $9,131+109.3% | $6,688+185.7% |
| Admin fee / account holder | $23,160 | $16,364+41.5% | $13,901+66.6% | $13,397+72.9% |