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 | $202,162 | $227,553-11.2% | $189,557+6.6% | $167,490+20.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.17% | 78.40%-67.2pp | 64.17%-53.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $10,130 | $5,316+90.5% | $4,412+129.6% | $4,837+109.4% |
| Participant deferral / active EE | $11,811 | $7,002+68.7% | $6,174+91.3% | $6,341+86.3% |
| Admin fee / account holder | $9,371 | $11,878-21.1% | $9,807-4.4% | $12,309-23.9% |