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 | $101,618-11.0% | $93,063-2.8% | $137,256-34.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.76% | 223.95%-213.2pp | 34.15%-23.4pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,946 | $2,707+45.8% | $2,476+59.4% | $4,156-5.1% |
| Participant deferral / active EE | $8,883 | $4,279+107.6% | $3,958+124.4% | $6,407+38.6% |
| Admin fee / account holder | $677 | $6,198-89.1% | $6,033-88.8% | $12,270-94.5% |