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 | $83,967 | $81,208+3.4% | $98,907-15.1% | $79,858+5.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.83% | 60.99%-43.2pp | 196.43%-178.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,466 | $1,960+230.0% | $2,689+140.5% | $2,471+161.7% |
| Participant deferral / active EE | $3,486 | $3,265+6.8% | $4,244-17.9% | $3,740-6.8% |
| Admin fee / account holder | $336 | $6,013-94.4% | $6,642-94.9% | $5,306-93.7% |