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 | $61,353 | $69,515-11.7% | $86,874-29.4% | $85,850-28.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 13.58% | 20.12%-6.5pp | 63.52%-49.9pp | 318.53%-305.0pp |
| Employer contribution / active EE | $6,186 | $1,880+229.0% | $2,495+147.9% | $2,565+141.2% |
| Participant deferral / active EE | $3,614 | $2,919+23.8% | $3,699-2.3% | $3,952-8.6% |
| Admin fee / account holder | $4,839 | $5,972-19.0% | $5,828-17.0% | $6,260-22.7% |