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 | $64,437 | $73,933-12.8% | $96,683-33.4% | $75,163-14.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.74% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $8,869 | $2,928+202.9% | $3,737+137.3% | $2,670+232.2% |
| Participant deferral / active EE | $6,116 | $3,659+67.2% | $4,878+25.4% | $4,125+48.3% |
| Admin fee / account holder | $9,689 | $5,216+85.7% | $6,730+44.0% | $5,651+71.5% |