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 | $55,671 | $71,829-22.5% | $69,780-20.2% | $142,382-60.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 21.35% | 31.01%-9.7pp | 26.31%-5.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $7,838 | $4,385+78.7% | $4,168+88.0% | $4,299+82.3% |
| Participant deferral / active EE | $10,650 | $6,819+56.2% | $6,164+72.8% | $6,507+63.7% |
| Admin fee / account holder | $597 | $7,818-92.4% | $7,285-91.8% | $12,624-95.3% |