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 | $101,965 | $77,419+31.7% | $69,455+46.8% | $152,861-33.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 12.97% | 39.06%-26.1pp | 28.97%-16.0pp | 345.32%-332.4pp |
| Employer contribution / active EE | $3,435 | $3,315+3.6% | $2,779+23.6% | $4,762-27.9% |
| Participant deferral / active EE | $8,661 | $4,414+96.2% | $3,535+145.0% | $5,850+48.0% |
| Admin fee / account holder | $2,328 | $6,207-62.5% | $3,839-39.4% | $11,596-79.9% |