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 | $74,822 | $105,859-29.3% | $90,160-17.0% | $147,584-49.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.24% | 37.63%-18.4pp | 34.88%-15.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,091 | $4,126-25.1% | $3,318-6.8% | $4,876-36.6% |
| Participant deferral / active EE | $7,832 | $5,733+36.6% | $5,288+48.1% | $5,439+44.0% |
| Admin fee / account holder | $408 | $8,046-94.9% | $5,943-93.1% | $10,885-96.2% |