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 | $59,746 | $100,901-40.8% | $75,670-21.0% | $147,584-59.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 15.02% | 35.78%-20.8pp | 27.34%-12.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,080 | $3,253-5.3% | $2,352+30.9% | $4,876-36.8% |
| Participant deferral / active EE | $6,665 | $4,027+65.5% | $3,142+112.1% | $5,439+22.5% |
| Admin fee / account holder | $749 | $11,285-93.4% | $5,800-87.1% | $10,885-93.1% |