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 | $64,182 | $54,705+17.3% | $71,209-9.9% | $84,808-24.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.71% | 35.90%-16.2pp | 282.51%-262.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $4,214 | $2,158+95.3% | $2,721+54.9% | $2,631+60.2% |
| Participant deferral / active EE | $7,401 | $3,030+144.2% | $4,175+77.3% | $4,212+75.7% |
| Admin fee / account holder | $884 | $4,863-81.8% | $5,349-83.5% | $7,344-88.0% |