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 | $69,498 | $89,753-22.6% | $107,525-35.4% | $84,808-18.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 31.39% | 29.48%+1.9pp | 181.32%-149.9pp | 40.90%-9.5pp |
| Employer contribution / active EE | $8,053 | $3,113+158.6% | $3,754+114.5% | $2,631+206.1% |
| Participant deferral / active EE | $5,745 | $4,056+41.6% | $5,116+12.3% | $4,212+36.4% |
| Admin fee / account holder | $426 | $7,222-94.1% | $8,919-95.2% | $7,344-94.2% |