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 | $80,975 | $105,181-23.0% | $159,436-49.2% | $85,850-5.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.49% | 45.07%-23.6pp | 263.57%-242.1pp | 318.53%-297.0pp |
| Employer contribution / active EE | $2,968 | $3,318-10.5% | $4,829-38.5% | $2,565+15.7% |
| Participant deferral / active EE | $7,555 | $5,945+27.1% | $7,352+2.8% | $3,952+91.2% |
| Admin fee / account holder | $2,566 | $6,933-63.0% | $10,799-76.2% | $6,260-59.0% |