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 | $81,728 | $113,339-27.9% | $94,993-14.0% | $147,584-44.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.58% | 20.77%-1.2pp | 27.12%-7.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,434 | $3,160-23.0% | $2,603-6.5% | $4,876-50.1% |
| Participant deferral / active EE | $6,051 | $3,777+60.2% | $3,317+82.4% | $5,439+11.3% |
| Admin fee / account holder | $489 | $6,063-91.9% | $4,960-90.2% | $10,885-95.5% |