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 | $182,668 | $817,678-77.7% | $392,568-53.5% | $152,861+19.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 16.72% | 22.84%-6.1pp | 24.42%-7.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $7,544 | $5,502+37.1% | $3,783+99.4% | $4,762+58.4% |
| Participant deferral / active EE | $6,443 | $8,398-23.3% | $5,985+7.6% | $5,850+10.1% |
| Admin fee / account holder | $524 | $12,095-95.7% | $6,260-91.6% | $11,596-95.5% |