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 | $117,032 | $181,894-35.7% | $156,549-25.2% | $273,961-57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.32% | 30.74%-15.4pp | 32.23%-16.9pp | 41.45%-26.1pp |
| Employer contribution / active EE | $27,368 | $6,248+338.0% | $5,501+397.5% | $4,869+462.1% |
| Participant deferral / active EE | $12,241 | $5,550+120.6% | $4,871+151.3% | $5,287+131.5% |
| Admin fee / account holder | $1,447 | $15,559-90.7% | $13,027-88.9% | $10,132-85.7% |