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 | $29,005 | $228,332-87.3% | $185,823-84.4% | $158,922-81.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.46% | 40.80%-30.3pp | 35.95%-25.5pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,176 | $4,967-76.3% | $4,087-71.2% | $4,761-75.3% |
| Participant deferral / active EE | $3,632 | $6,415-43.4% | $5,632-35.5% | $5,982-39.3% |
| Admin fee / account holder | $390 | $11,864-96.7% | $9,500-95.9% | $11,246-96.5% |