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 | $27,374 | $149,679-81.7% | $117,039-76.6% | $147,584-81.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.23% | 19.31%-4.1pp | 18.95%-3.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,423 | $4,937-50.9% | $3,785-36.0% | $4,876-50.3% |
| Participant deferral / active EE | $8,426 | $4,912+71.6% | $3,929+114.4% | $5,439+54.9% |
| Admin fee / account holder | $973 | $7,856-87.6% | $5,974-83.7% | $10,885-91.1% |