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 | $70,829 | $117,983-40.0% | $101,794-30.4% | $142,382-50.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.32% | 36.92%-26.6pp | 30.53%-20.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,681 | $2,773+32.7% | $2,289+60.8% | $4,299-14.4% |
| Participant deferral / active EE | $9,630 | $4,714+104.3% | $4,084+135.8% | $6,507+48.0% |
| Admin fee / account holder | $469 | $10,433-95.5% | $8,777-94.7% | $12,624-96.3% |