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 6-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 | $58,481 | $111,814-47.7% | $103,374-43.4% | $145,959-59.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $4,070 | $4,214-3.4% | $3,869+5.2% | $4,661-12.7% |
| Participant deferral / active EE | $8,329 | $5,618+48.2% | $5,058+64.7% | $6,689+24.5% |
| Admin fee / account holder | $12,034 | $9,754+23.4% | $8,394+43.4% | $13,398-10.2% |