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 | $73,649 | $104,664-29.6% | $85,682-14.0% | $167,490-56.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.88% | 21.45%-10.6pp | 21.49%-10.6pp | 478.56%-467.7pp |
| Employer contribution / active EE | $7,324 | $3,337+119.5% | $2,618+179.7% | $4,837+51.4% |
| Participant deferral / active EE | $7,186 | $4,824+48.9% | $3,923+83.2% | $6,341+13.3% |
| Admin fee / account holder | $3,955 | $10,032-60.6% | $6,873-42.5% | $12,309-67.9% |