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 | $55,611 | $106,515-47.8% | $96,683-42.5% | $139,434-60.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.16% | 38.43%-19.3pp | 35.69%-16.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $10,451 | $4,103+154.7% | $3,737+179.7% | $4,751+120.0% |
| Participant deferral / active EE | $5,744 | $5,454+5.3% | $4,878+17.8% | $6,710-14.4% |
| Admin fee / account holder | $13,521 | $7,877+71.7% | $6,730+100.9% | $11,403+18.6% |