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 | $96,055 | $91,552+4.9% | $133,956-28.3% | $79,858+20.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.30% | 61.85%-51.5pp | 45.09%-34.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $6,546 | $2,384+174.6% | $3,919+67.0% | $2,471+164.9% |
| Participant deferral / active EE | $7,686 | $3,733+105.9% | $5,048+52.3% | $3,740+105.5% |
| Admin fee / account holder | $3,559 | $6,321-43.7% | $8,927-60.1% | $5,306-32.9% |