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 | $66,950 | $98,240-31.9% | $82,313-18.7% | $147,584-54.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.05% | 30.85%-15.8pp | 25.88%-10.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $8,571 | $3,192+168.6% | $2,428+253.0% | $4,876+75.8% |
| Participant deferral / active EE | $2,624 | $4,383-40.1% | $3,706-29.2% | $5,439-51.8% |
| Admin fee / account holder | $9,634 | $8,563+12.5% | $5,608+71.8% | $10,885-11.5% |