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 | $97,909 | $91,538+7.0% | $129,995-24.7% | $75,163+30.3% |
| Participation rate | 97.5% | 71.4%+26.1pp | 78.5%+19.0pp | 67.2%+30.3pp |
| Annual return | 16.75% | -631.11%+647.9pp | -137.18%+153.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $9,987 | $2,845+251.0% | $4,320+131.2% | $2,670+274.1% |
| Participant deferral / active EE | $9,452 | $4,341+117.7% | $5,820+62.4% | $4,125+129.1% |
| Admin fee / account holder | $25,311 | $6,790+272.7% | $10,614+138.5% | $5,651+347.9% |