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 | $86,688 | $77,419+12.0% | $69,455+24.8% | $152,861-43.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 28.66% | 39.06%-10.4pp | 28.97%-0.3pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,244 | $3,315-32.3% | $2,779-19.3% | $4,762-52.9% |
| Participant deferral / active EE | $2,571 | $4,414-41.8% | $3,535-27.3% | $5,850-56.1% |
| Admin fee / account holder | $418 | $6,207-93.3% | $3,839-89.1% | $11,596-96.4% |