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 | $98,607 | $152,460-35.3% | $118,746-17.0% | $147,584-33.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 21.97% | 17.41%+4.6pp | 24.54%-2.6pp | 578.55%-556.6pp |
| Employer contribution / active EE | $4,942 | $5,046-2.1% | $4,193+17.9% | $4,876+1.3% |
| Participant deferral / active EE | $10,958 | $6,212+76.4% | $5,332+105.5% | $5,439+101.5% |
| Admin fee / account holder | $649 | $16,953-96.2% | $10,720-93.9% | $10,885-94.0% |