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 | $82,762 | $99,985-17.2% | $146,665-43.6% | $85,850-3.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.59% | 18.93%-6.3pp | 22.74%-10.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $10,135 | $2,559+296.1% | $4,136+145.0% | $2,565+295.1% |
| Participant deferral / active EE | $4,930 | $4,006+23.1% | $5,506-10.5% | $3,952+24.8% |
| Admin fee / account holder | $4,979 | $7,702-35.4% | $10,280-51.6% | $6,260-20.5% |