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 | $103,446 | $135,952-23.9% | $123,892-16.5% | $273,961-62.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.18% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $11,333 | $5,170+119.2% | $4,617+145.5% | $4,869+132.8% |
| Participant deferral / active EE | $11,333 | $6,343+78.7% | $5,984+89.4% | $5,287+114.4% |
| Admin fee / account holder | $856 | $9,817-91.3% | $8,357-89.8% | $10,132-91.6% |