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 | $40,564 | $63,861-36.5% | $104,607-61.2% | $79,858-49.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 21.69% | 21.30%+0.4pp | 340.46%-318.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $6,287 | $1,588+295.8% | $2,681+134.5% | $2,471+154.4% |
| Participant deferral / active EE | $3,881 | $2,693+44.1% | $3,740+3.8% | $3,740+3.8% |
| Admin fee / account holder | $776 | $4,185-81.5% | $6,473-88.0% | $5,306-85.4% |