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 | $72,322 | $90,503-20.1% | $78,689-8.1% | $273,961-73.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.76% | 75.60%-63.8pp | 62.18%-50.4pp | 41.45%-29.7pp |
| Employer contribution / active EE | $6,039 | $3,176+90.1% | $2,851+111.8% | $4,869+24.0% |
| Participant deferral / active EE | $5,914 | $3,901+51.6% | $3,517+68.2% | $5,287+11.9% |
| Admin fee / account holder | $951 | $5,263-81.9% | $4,510-78.9% | $10,132-90.6% |