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 | $68,585 | $115,882-40.8% | $100,516-31.8% | $158,922-56.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.35% | 34.79%-24.4pp | 30.89%-20.5pp | 302.83%-292.5pp |
| Employer contribution / active EE | $7,242 | $4,103+76.5% | $3,418+111.9% | $4,761+52.1% |
| Participant deferral / active EE | $5,783 | $6,674-13.4% | $6,270-7.8% | $5,982-3.3% |
| Admin fee / account holder | $2,332 | $10,995-78.8% | $8,081-71.1% | $11,246-79.3% |