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 | $65,018 | $70,428-7.7% | $96,562-32.7% | $85,850-24.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 19.40% | 18.59%+0.8pp | 37.78%-18.4pp | 318.53%-299.1pp |
| Employer contribution / active EE | $3,736 | $1,413+164.4% | $2,356+58.5% | $2,565+45.6% |
| Participant deferral / active EE | $6,166 | $2,894+113.1% | $3,849+60.2% | $3,952+56.0% |
| Admin fee / account holder | $450 | $4,997-91.0% | $6,181-92.7% | $6,260-92.8% |