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 | $71,812 | $124,281-42.2% | $109,143-34.2% | $167,490-57.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.03% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $4,789 | $4,207+13.8% | $3,722+28.7% | $4,837-1.0% |
| Participant deferral / active EE | $11,740 | $5,255+123.4% | $4,653+152.3% | $6,341+85.1% |
| Admin fee / account holder | $7,788 | $7,970-2.3% | $6,752+15.3% | $12,309-36.7% |