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 | $90,957 | $109,904-17.2% | $97,167-6.4% | $145,959-37.7% |
| Participation rate | 90.5% | 75.9%+14.5pp | 72.7%+17.8pp | 80.3%+10.2pp |
| Annual return | 8.97% | 243.43%-234.5pp | 75.27%-66.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $8,293 | $3,084+168.9% | $2,729+203.9% | $4,661+77.9% |
| Participant deferral / active EE | $10,167 | $4,676+117.4% | $4,264+138.5% | $6,689+52.0% |
| Admin fee / account holder | $2,303 | $6,216-63.0% | $5,650-59.2% | $13,398-82.8% |