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 3-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 | $83,911 | $111,814-25.0% | $103,374-18.8% | $145,959-42.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 33.98% | 24.77%+9.2pp | 24.89%+9.1pp | 561.95%-528.0pp |
| Employer contribution / active EE | $2,692 | $4,214-36.1% | $3,869-30.4% | $4,661-42.2% |
| Participant deferral / active EE | $11,465 | $5,618+104.1% | $5,058+126.7% | $6,689+71.4% |
| Admin fee / account holder | $656 | $9,754-93.3% | $8,394-92.2% | $13,398-95.1% |