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 | $72,080 | $90,503-20.4% | $78,689-8.4% | $273,961-73.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.92% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $8,206 | $3,176+158.4% | $2,851+187.9% | $4,869+68.6% |
| Participant deferral / active EE | $5,683 | $3,901+45.7% | $3,517+61.6% | $5,287+7.5% |
| Admin fee / account holder | $1,384 | $5,263-73.7% | $4,510-69.3% | $10,132-86.3% |