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 | $33,091 | $165,912-80.1% | $122,332-73.0% | $147,584-77.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.63% | 34.55%-24.9pp | 30.27%-20.6pp | 578.55%-568.9pp |
| Employer contribution / active EE | $6,414 | $5,754+11.5% | $4,050+58.3% | $4,876+31.5% |
| Participant deferral / active EE | $3,381 | $4,005-15.6% | $3,287+2.9% | $5,439-37.8% |
| Admin fee / account holder | $761 | $7,424-89.7% | $5,478-86.1% | $10,885-93.0% |