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 | $162,024 | $165,335-2.0% | $149,696+8.2% | $158,922+2.0% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 12.83% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $8,556 | $5,103+67.7% | $4,644+84.2% | $4,761+79.7% |
| Participant deferral / active EE | $13,857 | $7,181+93.0% | $6,842+102.5% | $5,982+131.6% |
| Admin fee / account holder | $11,255 | $10,807+4.1% | $9,309+20.9% | $11,246+0.1% |