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 | $40,013 | $49,227-18.7% | $70,449-43.2% | $79,858-49.9% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 26.67% | 30.06%-3.4pp | 109.03%-82.4pp | 31.71%-5.0pp |
| Employer contribution / active EE | $4,206 | $2,099+100.4% | $2,737+53.7% | $2,471+70.2% |
| Participant deferral / active EE | $9,007 | $2,768+225.4% | $3,709+142.9% | $3,740+140.8% |
| Admin fee / account holder | $1,117 | $2,878-61.2% | $3,845-70.9% | $5,306-78.9% |