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 | $73,486 | $98,240-25.2% | $82,313-10.7% | $147,584-50.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.84% | 30.85%-9.0pp | 25.88%-4.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $3,151 | $3,192-1.3% | $2,428+29.8% | $4,876-35.4% |
| Participant deferral / active EE | $8,245 | $4,383+88.1% | $3,706+122.5% | $5,439+51.6% |
| Admin fee / account holder | $836 | $8,563-90.2% | $5,608-85.1% | $10,885-92.3% |