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 7-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 | $55,709 | $104,664-46.8% | $85,682-35.0% | $167,490-66.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.77% | 21.45%-8.7pp | 21.49%-8.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $11,368 | $3,337+240.7% | $2,618+334.2% | $4,837+135.0% |
| Participant deferral / active EE | $8,178 | $4,824+69.5% | $3,923+108.5% | $6,341+29.0% |
| Admin fee / account holder | $738 | $10,032-92.6% | $6,873-89.3% | $12,309-94.0% |