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 | $89,623 | $102,616-12.7% | $81,983+9.3% | $158,922-43.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 20.03% | 61.04%-41.0pp | 41.31%-21.3pp | 302.83%-282.8pp |
| Employer contribution / active EE | $6,868 | $3,240+112.0% | $2,498+174.9% | $4,761+44.2% |
| Participant deferral / active EE | $4,030 | $4,648-13.3% | $3,722+8.3% | $5,982-32.6% |
| Admin fee / account holder | $2,777 | $8,235-66.3% | $5,664-51.0% | $11,246-75.3% |