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 | $73,380 | $111,754-34.3% | $103,333-29.0% | $145,922-49.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 24.77%-11.8pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $7,906 | $4,212+87.7% | $3,868+104.4% | $4,660+69.7% |
| Participant deferral / active EE | $10,741 | $5,619+91.2% | $5,057+112.4% | $6,688+60.6% |
| Admin fee / account holder | $1,075 | $9,750-89.0% | $8,355-87.1% | $13,397-92.0% |