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 | $84,786 | $110,257-23.1% | $96,544-12.2% | $139,434-39.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.57% | 26.32%-14.7pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $10,484 | $3,620+189.6% | $2,965+253.6% | $4,751+120.7% |
| Participant deferral / active EE | $9,584 | $5,548+72.8% | $4,851+97.6% | $6,710+42.8% |
| Admin fee / account holder | $415 | $11,591-96.4% | $8,252-95.0% | $11,403-96.4% |