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 | $27,961 | $165,335-83.1% | $149,696-81.3% | $158,922-82.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.97% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $4,992 | $5,103-2.2% | $4,644+7.5% | $4,761+4.8% |
| Participant deferral / active EE | $2,456 | $7,181-65.8% | $6,842-64.1% | $5,982-59.0% |
| Admin fee / account holder | $960 | $10,807-91.1% | $9,309-89.7% | $11,246-91.5% |