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 | $71,939 | $93,346-22.9% | $71,796+0.2% | $273,961-73.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.68% | 130.39%-123.7pp | 78.04%-71.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,003 | $2,733+9.9% | $1,924+56.0% | $4,869-38.3% |
| Participant deferral / active EE | $3,142 | $3,475-9.6% | $2,794+12.4% | $5,287-40.6% |
| Admin fee / account holder | $1,390 | $6,571-78.8% | $4,815-71.1% | $10,132-86.3% |