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 | $74,304 | $103,376-28.1% | $87,100-14.7% | $152,861-51.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.92% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,343 | $3,220+3.8% | $2,521+32.6% | $4,762-29.8% |
| Participant deferral / active EE | $9,475 | $4,778+98.3% | $4,049+134.0% | $5,850+62.0% |
| Admin fee / account holder | $2,583 | $12,205-78.8% | $7,497-65.5% | $11,596-77.7% |