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 | $82,133 | $84,233-2.5% | $170,442-51.8% | $70,131+17.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.06% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $6,950 | $3,387+105.2% | $5,433+27.9% | $2,342+196.7% |
| Participant deferral / active EE | $3,542 | $3,086+14.8% | $4,939-28.3% | $3,332+6.3% |
| Admin fee / account holder | $14,159 | $5,698+148.5% | $13,880+2.0% | $4,645+204.8% |