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 | $124,139 | $201,259-38.3% | $184,200-32.6% | $145,959-14.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.20% | 28.98%-15.8pp | 28.80%-15.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $8,905 | $7,018+26.9% | $6,424+38.6% | $4,661+91.1% |
| Participant deferral / active EE | $9,886 | $9,806+0.8% | $9,132+8.3% | $6,689+47.8% |
| Admin fee / account holder | $1,876 | $16,372-88.5% | $13,907-86.5% | $13,398-86.0% |