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 | $76,080 | $77,419-1.7% | $69,455+9.5% | $152,861-50.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 31.81% | 39.06%-7.2pp | 28.97%+2.8pp | 345.32%-313.5pp |
| Employer contribution / active EE | $7,210 | $3,315+117.5% | $2,779+159.5% | $4,762+51.4% |
| Participant deferral / active EE | $5,465 | $4,414+23.8% | $3,535+54.6% | $5,850-6.6% |
| Admin fee / account holder | $476 | $6,207-92.3% | $3,839-87.6% | $11,596-95.9% |