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 | $72,792 | $77,419-6.0% | $69,455+4.8% | $152,861-52.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.02% | 39.06%-14.0pp | 28.97%-3.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $10,803 | $3,315+225.9% | $2,779+288.7% | $4,762+126.8% |
| Participant deferral / active EE | $19,000 | $4,414+330.5% | $3,535+437.4% | $5,850+224.8% |
| Admin fee / account holder | $334 | $6,207-94.6% | $3,839-91.3% | $11,596-97.1% |