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 | $86,675 | $135,952-36.2% | $123,892-30.0% | $273,961-68.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.17% | 56.63%-45.5pp | 47.52%-36.3pp | 41.45%-30.3pp |
| Employer contribution / active EE | $7,686 | $5,170+48.7% | $4,617+66.5% | $4,869+57.9% |
| Participant deferral / active EE | $11,796 | $6,343+86.0% | $5,984+97.1% | $5,287+123.1% |
| Admin fee / account holder | $2,693 | $9,817-72.6% | $8,357-67.8% | $10,132-73.4% |