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 | $154,107 | $192,717-20.0% | $142,449+8.2% | $139,434+10.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 14.77% | 17.99%-3.2pp | 19.99%-5.2pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,372 | $5,806-59.1% | $4,847-51.1% | $4,751-50.1% |
| Participant deferral / active EE | $14,113 | $7,208+95.8% | $6,283+124.6% | $6,710+110.3% |
| Admin fee / account holder | $33,872 | $15,124+124.0% | $10,011+238.4% | $11,403+197.1% |