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 | $198,224 | $228,332-13.2% | $185,823+6.7% | $158,922+24.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.03% | 40.80%-28.8pp | 35.95%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $10,240 | $4,967+106.2% | $4,087+150.5% | $4,761+115.1% |
| Participant deferral / active EE | $12,043 | $6,415+87.7% | $5,632+113.8% | $5,982+101.3% |
| Admin fee / account holder | $26,577 | $11,864+124.0% | $9,500+179.8% | $11,246+136.3% |