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 | $55,644 | $115,882-52.0% | $100,516-44.6% | $158,922-65.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.29% | 34.79%-17.5pp | 30.89%-13.6pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,681 | $4,103+14.1% | $3,418+37.0% | $4,761-1.7% |
| Participant deferral / active EE | $5,640 | $6,674-15.5% | $6,270-10.0% | $5,982-5.7% |
| Admin fee / account holder | $1,559 | $10,995-85.8% | $8,081-80.7% | $11,246-86.1% |