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 | $129,130 | $83,337+54.9% | $67,834+90.4% | $273,961-52.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.73% | 259.45%-251.7pp | 138.47%-130.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $14,365 | $3,287+337.0% | $2,403+497.7% | $4,869+195.1% |
| Participant deferral / active EE | $6,123 | $4,088+49.8% | $3,160+93.8% | $5,287+15.8% |
| Admin fee / account holder | $348 | $6,752-94.8% | $4,622-92.5% | $10,132-96.6% |