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 3-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 | $83,911 | $111,754-24.9% | $103,333-18.8% | $145,922-42.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 33.98% | 24.77%+9.2pp | 24.88%+9.1pp | 561.29%-527.3pp |
| Employer contribution / active EE | $2,692 | $4,212-36.1% | $3,868-30.4% | $4,660-42.2% |
| Participant deferral / active EE | $11,465 | $5,619+104.0% | $5,057+126.7% | $6,688+71.4% |
| Admin fee / account holder | $656 | $9,750-93.3% | $8,355-92.2% | $13,397-95.1% |