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 | $128,894 | $165,335-22.0% | $149,696-13.9% | $158,922-18.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.96% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,771 | $5,103-26.1% | $4,644-18.8% | $4,761-20.8% |
| Participant deferral / active EE | $9,687 | $7,181+34.9% | $6,842+41.6% | $5,982+61.9% |
| Admin fee / account holder | $12,538 | $10,807+16.0% | $9,309+34.7% | $11,246+11.5% |