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 | $65,619 | $99,652-34.2% | $78,778-16.7% | $147,584-55.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.17% | 47.28%-31.1pp | 35.62%-19.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,914 | $2,796-31.5% | $1,986-3.6% | $4,876-60.7% |
| Participant deferral / active EE | $3,961 | $3,664+8.1% | $2,958+33.9% | $5,439-27.2% |
| Admin fee / account holder | $1,836 | $7,155-74.3% | $5,134-64.2% | $10,885-83.1% |