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 | $73,494 | $76,367-3.8% | $93,606-21.5% | $72,985+0.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 29.41% | 25.82%+3.6pp | 32.76%-3.3pp | 81.00%-51.6pp |
| Employer contribution / active EE | $9,280 | $2,275+307.9% | $2,718+241.4% | $2,440+280.4% |
| Participant deferral / active EE | $7,287 | $3,538+106.0% | $4,069+79.1% | $3,607+102.0% |
| Admin fee / account holder | $981 | $6,838-85.7% | $7,888-87.6% | $5,124-80.9% |