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 | $95,401 | $91,037+4.8% | $71,671+33.1% | $147,584-35.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.51% | 20.48%-2.0pp | 20.65%-2.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $6,641 | $3,327+99.6% | $2,460+170.0% | $4,876+36.2% |
| Participant deferral / active EE | $3,500 | $4,498-22.2% | $3,438+1.8% | $5,439-35.6% |
| Admin fee / account holder | $697 | $8,613-91.9% | $5,558-87.5% | $10,885-93.6% |