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 | $93,342 | $113,339-17.6% | $94,993-1.7% | $147,584-36.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 23.47% | 20.77%+2.7pp | 27.12%-3.7pp | 578.55%-555.1pp |
| Employer contribution / active EE | $10,866 | $3,160+243.8% | $2,603+317.4% | $4,876+122.8% |
| Participant deferral / active EE | $3,000 | $3,777-20.6% | $3,317-9.6% | $5,439-44.8% |
| Admin fee / account holder | $495 | $6,063-91.8% | $4,960-90.0% | $10,885-95.5% |