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 4-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 | $70,610 | $95,266-25.9% | $82,389-14.3% | $142,382-50.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.11% | 25.74%-7.6pp | 28.67%-10.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,266 | $2,991+109.5% | $2,517+148.9% | $4,299+45.7% |
| Participant deferral / active EE | $10,540 | $4,809+119.2% | $4,155+153.7% | $6,507+62.0% |
| Admin fee / account holder | $6,844 | $8,563-20.1% | $7,231-5.3% | $12,624-45.8% |