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 | $117,065 | $154,117-24.0% | $129,995-9.9% | $139,434-16.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.84% | 32.48%-21.6pp | -137.18%+148.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $12,375 | $5,289+134.0% | $4,320+186.5% | $4,751+160.5% |
| Participant deferral / active EE | $34,199 | $6,710+409.7% | $5,820+487.6% | $6,710+409.7% |
| Admin fee / account holder | $1,657 | $14,007-88.2% | $10,614-84.4% | $11,403-85.5% |