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 | $67,445 | $80,968-16.7% | $96,544-30.1% | $75,163-10.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.69% | 27.06%-11.4pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $7,168 | $2,282+214.1% | $2,965+141.8% | $2,670+168.5% |
| Participant deferral / active EE | $6,627 | $3,928+68.7% | $4,851+36.6% | $4,125+60.7% |
| Admin fee / account holder | $1,920 | $6,724-71.4% | $8,252-76.7% | $5,651-66.0% |