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 | $90,490 | $104,974-13.8% | $95,585-5.3% | $142,382-36.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.76% | 210.33%-199.6pp | 38.56%-27.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,946 | $2,779+42.0% | $2,527+56.2% | $4,299-8.2% |
| Participant deferral / active EE | $8,883 | $4,352+104.1% | $4,023+120.8% | $6,507+36.5% |
| Admin fee / account holder | $677 | $6,386-89.4% | $6,127-88.9% | $12,624-94.6% |