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 | $134,933 | $209,411-35.6% | $178,490-24.4% | $158,922-15.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.48% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $11,144 | $5,706+95.3% | $5,011+122.4% | $4,761+134.1% |
| Participant deferral / active EE | $9,254 | $5,954+55.4% | $5,202+77.9% | $5,982+54.7% |
| Admin fee / account holder | $1,855 | $17,074-89.1% | $13,984-86.7% | $11,246-83.5% |