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 | $58,968 | $140,588-58.1% | $123,104-52.1% | $125,391-53.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.84% | 16.80%-15.0pp | 13.22%-11.4pp | 282.22%-280.4pp |
| Employer contribution / active EE | $20,248 | $6,041+235.1% | $5,151+293.1% | $4,866+316.1% |
| Participant deferral / active EE | $17,487 | $6,980+150.5% | $6,230+180.7% | $5,352+226.8% |
| Admin fee / account holder | $1,550 | $11,198-86.2% | $9,015-82.8% | $9,540-83.7% |