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 | $69,570 | $127,777-45.6% | $106,548-34.7% | $167,490-58.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.46% | 33.87%-15.4pp | 26.80%-8.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $6,898 | $3,427+101.3% | $2,819+144.7% | $4,837+42.6% |
| Participant deferral / active EE | $8,066 | $5,087+58.6% | $4,398+83.4% | $6,341+27.2% |
| Admin fee / account holder | $1,107 | $11,228-90.1% | $7,407-85.1% | $12,309-91.0% |