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 | $69,919 | $107,015-34.7% | $73,545-4.9% | $147,584-52.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.10% | 38.25%-23.1pp | -15.16%+30.3pp | 578.55%-563.4pp |
| Employer contribution / active EE | $5,684 | $1,760+222.9% | $1,219+366.3% | $4,876+16.6% |
| Participant deferral / active EE | $4,364 | $2,462+77.3% | $1,806+141.6% | $5,439-19.8% |
| Admin fee / account holder | $528 | $3,055-82.7% | $2,320-77.2% | $10,885-95.1% |