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 | $83,299 | $105,859-21.3% | $90,160-7.6% | $147,584-43.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.91% | 37.63%-18.7pp | 34.88%-16.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $10,739 | $4,126+160.3% | $3,318+223.7% | $4,876+120.2% |
| Participant deferral / active EE | $9,605 | $5,733+67.5% | $5,288+81.7% | $5,439+76.6% |
| Admin fee / account holder | $5,996 | $8,046-25.5% | $5,943+0.9% | $10,885-44.9% |