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 | $71,965 | $142,405-49.5% | $115,157-37.5% | $152,861-52.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 27.95% | 41.48%-13.5pp | 35.60%-7.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,359 | $4,010-41.2% | $3,179-25.8% | $4,762-50.5% |
| Participant deferral / active EE | $10,392 | $5,164+101.2% | $4,168+149.3% | $5,850+77.6% |
| Admin fee / account holder | $1,024 | $8,462-87.9% | $7,088-85.6% | $11,596-91.2% |