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 | $104,203 | $176,812-41.1% | $146,665-29.0% | $167,490-37.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.68% | 24.03%-6.4pp | 22.74%-5.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $11,950 | $5,160+131.6% | $4,136+188.9% | $4,837+147.0% |
| Participant deferral / active EE | $9,155 | $6,440+42.2% | $5,506+66.3% | $6,341+44.4% |
| Admin fee / account holder | $535 | $13,259-96.0% | $10,280-94.8% | $12,309-95.7% |