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 | $59,746 | $88,672-32.6% | $105,223-43.2% | $82,448-27.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.17% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,480 | $3,048-18.6% | $3,689-32.8% | $2,551-2.8% |
| Participant deferral / active EE | $6,572 | $4,036+62.8% | $5,072+29.6% | $4,139+58.8% |
| Admin fee / account holder | $966 | $7,146-86.5% | $8,859-89.1% | $7,234-86.6% |