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 | $78,934 | $113,339-30.4% | $94,993-16.9% | $147,584-46.5% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 14.07% | 20.77%-6.7pp | 27.12%-13.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $7,855 | $3,160+148.5% | $2,603+201.7% | $4,876+61.1% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,014 | $6,063-83.3% | $4,960-79.6% | $10,885-90.7% |