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 | $91,646 | $135,952-32.6% | $123,892-26.0% | $273,961-66.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.28% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $9,463 | $5,170+83.1% | $4,617+105.0% | $4,869+94.4% |
| Participant deferral / active EE | $11,625 | $6,343+83.3% | $5,984+94.3% | $5,287+119.9% |
| Admin fee / account holder | $413 | $9,817-95.8% | $8,357-95.1% | $10,132-95.9% |