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 | $114,126 | $149,734-23.8% | $118,925-4.0% | $158,922-28.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.73% | 19.95%-11.2pp | 35.88%-27.2pp | 302.83%-294.1pp |
| Employer contribution / active EE | $9,056 | $4,115+120.0% | $3,263+177.6% | $4,761+90.2% |
| Participant deferral / active EE | $11,228 | $5,223+115.0% | $4,265+163.3% | $5,982+87.7% |
| Admin fee / account holder | $5,466 | $8,603-36.5% | $6,581-16.9% | $11,246-51.4% |