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 | $84,381 | $127,264-33.7% | $109,895-23.2% | $167,490-49.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.34% | 22.97%-9.6pp | 29.45%-16.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $7,124 | $3,322+114.4% | $2,842+150.6% | $4,837+47.3% |
| Participant deferral / active EE | $7,440 | $4,514+64.8% | $4,048+83.8% | $6,341+17.3% |
| Admin fee / account holder | $436 | $7,114-93.9% | $6,066-92.8% | $12,309-96.5% |