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 | $77,001 | $118,450-35.0% | $98,439-21.8% | $139,434-44.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.12% | 18.94%+1.2pp | 21.16%-1.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $11,317 | $3,609+213.5% | $3,048+271.3% | $4,751+138.2% |
| Participant deferral / active EE | $6,591 | $5,392+22.2% | $4,738+39.1% | $6,710-1.8% |
| Admin fee / account holder | $368 | $14,026-97.4% | $8,948-95.9% | $11,403-96.8% |