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 | $89,609 | $106,515-15.9% | $96,683-7.3% | $139,434-35.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.49% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $8,015 | $4,103+95.4% | $3,737+114.5% | $4,751+68.7% |
| Participant deferral / active EE | $4,630 | $5,454-15.1% | $4,878-5.1% | $6,710-31.0% |
| Admin fee / account holder | $1,125 | $7,877-85.7% | $6,730-83.3% | $11,403-90.1% |