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 | $26,435 | $106,584-75.2% | $101,326-73.9% | $142,382-81.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 43.02% | 36.93%+6.1pp | 36.82%+6.2pp | 217.08%-174.1pp |
| Employer contribution / active EE | $1,678 | $3,956-57.6% | $3,665-54.2% | $4,299-61.0% |
| Participant deferral / active EE | $2,469 | $8,297-70.2% | $7,994-69.1% | $6,507-62.1% |
| Admin fee / account holder | $2,506 | $11,446-78.1% | $11,185-77.6% | $12,624-80.2% |