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 | $86,893 | $115,882-25.0% | $100,516-13.6% | $158,922-45.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.82% | 34.79%-12.0pp | 30.89%-8.1pp | 302.83%-280.0pp |
| Employer contribution / active EE | $3,776 | $4,103-8.0% | $3,418+10.5% | $4,761-20.7% |
| Participant deferral / active EE | $10,714 | $6,674+60.5% | $6,270+70.9% | $5,982+79.1% |
| Admin fee / account holder | $552 | $10,995-95.0% | $8,081-93.2% | $11,246-95.1% |