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 | $145,975 | $183,519-20.5% | $155,509-6.1% | $145,9220% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.08% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,690 | $5,313-68.2% | $4,672-63.8% | $4,660-63.7% |
| Participant deferral / active EE | $11,682 | $6,462+80.8% | $5,626+107.6% | $6,688+74.7% |
| Admin fee / account holder | $2,555 | $19,313-86.8% | $15,912-83.9% | $13,397-80.9% |