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 | $82,848 | $78,672+5.3% | $109,143-24.1% | $85,850-3.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.50% | 25.09%-10.6pp | 25.75%-11.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $6,925 | $2,735+153.2% | $3,722+86.1% | $2,565+170.0% |
| Participant deferral / active EE | $3,854 | $3,467+11.1% | $4,653-17.2% | $3,952-2.5% |
| Admin fee / account holder | $2,954 | $5,469-46.0% | $6,752-56.2% | $6,260-52.8% |