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 | $41,044 | $69,518-41.0% | $59,878-31.5% | $135,375-69.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.87% | 7.94%+3.9pp | 3.46%+8.4pp | 519.73%-507.9pp |
| Employer contribution / active EE | $6,972 | $3,235+115.5% | $2,722+156.2% | $4,779+45.9% |
| Participant deferral / active EE | $9,766 | $4,206+132.2% | $3,402+187.1% | $5,609+74.1% |
| Admin fee / account holder | $2,036 | $5,734-64.5% | $3,590-43.3% | $10,827-81.2% |