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 | $70,372 | $69,207+1.7% | $64,056+9.9% | $139,434-49.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.25% | 45.88%-26.6pp | 33.69%-14.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $7,334 | $3,182+130.5% | $2,747+167.0% | $4,751+54.4% |
| Participant deferral / active EE | $10,146 | $4,682+116.7% | $3,880+161.5% | $6,710+51.2% |
| Admin fee / account holder | $10,525 | $4,244+148.0% | $3,068+243.0% | $11,403-7.7% |