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 | $72,069 | $96,484-25.3% | $75,886-5.0% | $152,861-52.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 28.29% | 33.98%-5.7pp | 30.76%-2.5pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,339 | $3,309-59.5% | $2,500-46.5% | $4,762-71.9% |
| Participant deferral / active EE | $6,250 | $4,553+37.3% | $3,603+73.5% | $5,850+6.8% |
| Admin fee / account holder | $309 | $8,078-96.2% | $5,418-94.3% | $11,596-97.3% |