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 | $68,163 | $77,419-12.0% | $69,455-1.9% | $152,861-55.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 16.78% | 39.06%-22.3pp | 28.97%-12.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $6,308 | $3,315+90.3% | $2,779+127.0% | $4,762+32.5% |
| Participant deferral / active EE | $6,161 | $4,414+39.6% | $3,535+74.3% | $5,850+5.3% |
| Admin fee / account holder | $7,032 | $6,207+13.3% | $3,839+83.1% | $11,596-39.4% |