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 | $87,517 | $95,561-8.4% | $77,163+13.4% | $139,434-37.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.06% | 54.92%-41.9pp | 37.87%-24.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,299 | $3,147+4.8% | $2,535+30.1% | $4,751-30.6% |
| Participant deferral / active EE | $4,294 | $4,624-7.1% | $3,833+12.0% | $6,710-36.0% |
| Admin fee / account holder | $779 | $8,295-90.6% | $5,472-85.8% | $11,403-93.2% |