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 | $143,614 | $176,812-18.8% | $146,665-2.1% | $167,490-14.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.87% | 24.03%-11.2pp | 22.74%-9.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $5,319 | $5,160+3.1% | $4,136+28.6% | $4,837+10.0% |
| Participant deferral / active EE | $12,771 | $6,440+98.3% | $5,506+132.0% | $6,341+101.4% |
| Admin fee / account holder | $7,474 | $13,259-43.6% | $10,280-27.3% | $12,309-39.3% |