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 | $82,496 | $127,264-35.2% | $109,895-24.9% | $167,490-50.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.62% | 22.97%-9.3pp | 29.45%-15.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $7,979 | $3,322+140.2% | $2,842+180.7% | $4,837+64.9% |
| Participant deferral / active EE | $0 | $4,514-100.0% | $4,048-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,164 | $7,114-69.6% | $6,066-64.3% | $12,309-82.4% |