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 | $79,637 | $127,777-37.7% | $106,548-25.3% | $167,490-52.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.51% | 33.87%-23.4pp | 26.80%-16.3pp | 478.56%-468.0pp |
| Employer contribution / active EE | $11,036 | $3,427+222.1% | $2,819+291.5% | $4,837+128.1% |
| Participant deferral / active EE | $3,820 | $5,087-24.9% | $4,398-13.1% | $6,341-39.8% |
| Admin fee / account holder | $531 | $11,228-95.3% | $7,407-92.8% | $12,309-95.7% |