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 | $63,682 | $106,515-40.2% | $96,683-34.1% | $139,434-54.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.07% | 38.43%-19.4pp | 35.69%-16.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $10,417 | $4,103+153.9% | $3,737+178.8% | $4,751+119.3% |
| Participant deferral / active EE | $12,310 | $5,454+125.7% | $4,878+152.4% | $6,710+83.5% |
| Admin fee / account holder | $574 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |