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 | $66,780 | $83,337-19.9% | $67,834-1.6% | $273,961-75.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.85% | 259.45%-252.6pp | 138.47%-131.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,965 | $3,287-40.2% | $2,403-18.2% | $4,869-59.6% |
| Participant deferral / active EE | $5,372 | $4,088+31.4% | $3,160+70.0% | $5,287+1.6% |
| Admin fee / account holder | $549 | $6,752-91.9% | $4,622-88.1% | $10,132-94.6% |