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 | $57,576 | $98,750-41.7% | $149,696-61.5% | $79,858-27.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.17% | 27.43%-8.3pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,704 | $3,216+15.1% | $4,644-20.3% | $2,471+49.9% |
| Participant deferral / active EE | $6,957 | $5,680+22.5% | $6,842+1.7% | $3,740+86.0% |
| Admin fee / account holder | $822 | $6,053-86.4% | $9,309-91.2% | $5,306-84.5% |