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 | $78,172 | $78,422-0.3% | $95,952-18.5% | $79,858-2.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.09% | 19.37%+0.7pp | 91.61%-71.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $8,430 | $1,945+333.4% | $2,541+231.8% | $2,471+241.2% |
| Participant deferral / active EE | $4,965 | $3,440+44.3% | $4,167+19.2% | $3,740+32.8% |
| Admin fee / account holder | $2,443 | $5,622-56.6% | $6,795-64.1% | $5,306-54.0% |