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 | $72,626 | $91,552-20.7% | $133,956-45.8% | $79,858-9.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.14% | 61.85%-48.7pp | 45.09%-31.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,677 | $2,384+180.2% | $3,919+70.4% | $2,471+170.3% |
| Participant deferral / active EE | $3,191 | $3,733-14.5% | $5,048-36.8% | $3,740-14.7% |
| Admin fee / account holder | $4,282 | $6,321-32.3% | $8,927-52.0% | $5,306-19.3% |