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 | $133,724 | $214,378-37.6% | $200,582-33.3% | $142,382-6.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.45% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $11,965 | $6,841+74.9% | $6,419+86.4% | $4,299+178.3% |
| Participant deferral / active EE | $17,600 | $9,865+78.4% | $9,331+88.6% | $6,507+170.5% |
| Admin fee / account holder | $503 | $17,692-97.2% | $16,305-96.9% | $12,624-96.0% |