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 | $78,871 | $135,952-42.0% | $123,892-36.3% | $273,961-71.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.26% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,840 | $5,170+32.3% | $4,617+48.2% | $4,869+40.5% |
| Participant deferral / active EE | $5,734 | $6,343-9.6% | $5,984-4.2% | $5,287+8.5% |
| Admin fee / account holder | $440 | $9,817-95.5% | $8,357-94.7% | $10,132-95.7% |