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 | $119,843 | $227,553-47.3% | $189,557-36.8% | $167,490-28.4% |
| Participation rate | 94.7% | 82.5%+12.2pp | 78.4%+16.3pp | 82.1%+12.6pp |
| Annual return | 14.72% | 78.40%-63.7pp | 64.17%-49.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $6,223 | $5,316+17.1% | $4,412+41.0% | $4,837+28.6% |
| Participant deferral / active EE | $6,013 | $7,002-14.1% | $6,174-2.6% | $6,341-5.2% |
| Admin fee / account holder | $1,979 | $11,878-83.3% | $9,807-79.8% | $12,309-83.9% |