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 | $83,517 | $115,882-27.9% | $100,516-16.9% | $158,922-47.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.57% | 34.79%-20.2pp | 30.89%-16.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,070 | $4,103-0.8% | $3,418+19.1% | $4,761-14.5% |
| Participant deferral / active EE | $4,553 | $6,674-31.8% | $6,270-27.4% | $5,982-23.9% |
| Admin fee / account holder | $828 | $10,995-92.5% | $8,081-89.8% | $11,246-92.6% |