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 | $78,259 | $93,346-16.2% | $71,796+9.0% | $273,961-71.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.50% | 130.39%-120.9pp | 78.04%-68.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,401 | $2,733-48.7% | $1,924-27.2% | $4,869-71.2% |
| Participant deferral / active EE | $2,524 | $3,475-27.4% | $2,794-9.7% | $5,287-52.3% |
| Admin fee / account holder | $885 | $6,571-86.5% | $4,815-81.6% | $10,132-91.3% |