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 | $88,897 | $81,208+9.5% | $98,907-10.1% | $79,858+11.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.23% | 60.99%-48.8pp | 196.43%-184.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,360 | $1,960+20.4% | $2,689-12.3% | $2,471-4.5% |
| Participant deferral / active EE | $5,282 | $3,265+61.8% | $4,244+24.5% | $3,740+41.2% |
| Admin fee / account holder | $4,288 | $6,013-28.7% | $6,642-35.4% | $5,306-19.2% |