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 | $70,185 | $85,202-17.6% | $172,739-59.4% | $72,985-3.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.36% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,298 | $3,324-0.8% | $5,143-35.9% | $2,440+35.2% |
| Participant deferral / active EE | $1,651 | $3,260-49.4% | $5,198-68.2% | $3,607-54.2% |
| Admin fee / account holder | $531 | $5,884-91.0% | $13,954-96.2% | $5,124-89.6% |