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 | $78,010 | $77,503+0.7% | $100,391-22.3% | $80,856-3.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.11% | 37.20%-23.1pp | 49.20%-35.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $8,350 | $2,801+198.1% | $3,942+111.8% | $2,755+203.1% |
| Participant deferral / active EE | $5,584 | $6,820-18.1% | $8,082-30.9% | $4,296+30.0% |
| Admin fee / account holder | $13,153 | $5,897+123.0% | $7,899+66.5% | $6,918+90.1% |