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 | $95,370 | $103,376-7.7% | $87,100+9.5% | $152,861-37.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 44.73% | 28.10%+16.6pp | 28.19%+16.5pp | 345.32%-300.6pp |
| Employer contribution / active EE | $2,544 | $3,220-21.0% | $2,521+0.9% | $4,762-46.6% |
| Participant deferral / active EE | $8,856 | $4,778+85.4% | $4,049+118.7% | $5,850+51.4% |
| Admin fee / account holder | $375 | $12,205-96.9% | $7,497-95.0% | $11,596-96.8% |