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 | $66,590 | $104,974-36.6% | $95,585-30.3% | $142,382-53.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.80% | 210.33%-195.5pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,830 | $2,779+73.8% | $2,527+91.2% | $4,299+12.4% |
| Participant deferral / active EE | $9,850 | $4,352+126.3% | $4,023+144.9% | $6,507+51.4% |
| Admin fee / account holder | $9,857 | $6,386+54.3% | $6,127+60.9% | $12,624-21.9% |