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 | $92,693 | $94,338-1.7% | $100,534-7.8% | $142,382-34.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.80% | 29.20%-15.4pp | 32.66%-18.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $8,850 | $4,237+108.9% | $4,346+103.6% | $4,299+105.9% |
| Participant deferral / active EE | $3,359 | $5,934-43.4% | $6,144-45.3% | $6,507-48.4% |
| Admin fee / account holder | $1,174 | $8,421-86.1% | $7,654-84.7% | $12,624-90.7% |