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 | $203,801 | $228,332-10.7% | $185,823+9.7% | $158,922+28.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.08% | 40.80%-27.7pp | 35.95%-22.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,082 | $4,967+22.5% | $4,087+48.8% | $4,761+27.7% |
| Participant deferral / active EE | $10,962 | $6,415+70.9% | $5,632+94.6% | $5,982+83.2% |
| Admin fee / account holder | $851 | $11,864-92.8% | $9,500-91.0% | $11,246-92.4% |