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 | $64,010 | $95,561-33.0% | $77,163-17.0% | $139,434-54.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.94% | 54.92%-40.0pp | 37.87%-22.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,266 | $3,147-28.0% | $2,535-10.6% | $4,751-52.3% |
| Participant deferral / active EE | $7,650 | $4,624+65.5% | $3,833+99.6% | $6,710+14.0% |
| Admin fee / account holder | $908 | $8,295-89.1% | $5,472-83.4% | $11,403-92.0% |