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 | $44,526 | $94,338-52.8% | $100,534-55.7% | $142,382-68.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.18% | 29.20%-9.0pp | 32.66%-12.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,350 | $4,237+2.7% | $4,346+0.1% | $4,299+1.2% |
| Participant deferral / active EE | $7,514 | $5,934+26.6% | $6,144+22.3% | $6,507+15.5% |
| Admin fee / account holder | $805 | $8,421-90.4% | $7,654-89.5% | $12,624-93.6% |