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 | $51,809 | $46,553+11.3% | $64,056-19.1% | $75,163-31.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.43% | 26.03%-8.6pp | 33.69%-16.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $7,357 | $1,974+272.7% | $2,747+167.9% | $2,670+175.6% |
| Participant deferral / active EE | $5,352 | $2,837+88.7% | $3,880+37.9% | $4,125+29.7% |
| Admin fee / account holder | $13,999 | $2,952+374.2% | $3,068+356.3% | $5,651+147.7% |