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 | $89,787 | $127,386-29.5% | $115,037-21.9% | $125,391-28.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.63% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $7,059 | $5,166+36.6% | $4,608+53.2% | $4,866+45.1% |
| Participant deferral / active EE | $8,421 | $6,423+31.1% | $6,026+39.7% | $5,352+57.4% |
| Admin fee / account holder | $870 | $9,516-90.9% | $8,175-89.4% | $9,540-90.9% |