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 | $87,668 | $90,503-3.1% | $78,689+11.4% | $273,961-68.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.48% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $5,000 | $3,176+57.4% | $2,851+75.4% | $4,869+2.7% |
| Participant deferral / active EE | $8,033 | $3,901+105.9% | $3,517+128.4% | $5,287+51.9% |
| Admin fee / account holder | $2,859 | $5,263-45.7% | $4,510-36.6% | $10,132-71.8% |