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 | $62,854 | $73,933-15.0% | $96,683-35.0% | $75,163-16.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.17% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $7,491 | $2,928+155.9% | $3,737+100.5% | $2,670+180.6% |
| Participant deferral / active EE | $3,095 | $3,659-15.4% | $4,878-36.5% | $4,125-25.0% |
| Admin fee / account holder | $4,080 | $5,216-21.8% | $6,730-39.4% | $5,651-27.8% |