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 | $66,855 | $103,376-35.3% | $87,100-23.2% | $152,861-56.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.22% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $4,280 | $3,220+32.9% | $2,521+69.7% | $4,762-10.1% |
| Participant deferral / active EE | $4,987 | $4,778+4.4% | $4,049+23.2% | $5,850-14.8% |
| Admin fee / account holder | $704 | $12,205-94.2% | $7,497-90.6% | $11,596-93.9% |