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 | $185,925 | $214,378-13.3% | $200,582-7.3% | $142,382+30.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.53% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,575 | $6,841-33.1% | $6,419-28.7% | $4,299+6.4% |
| Participant deferral / active EE | $17,495 | $9,865+77.3% | $9,331+87.5% | $6,507+168.9% |
| Admin fee / account holder | $63,232 | $17,692+257.4% | $16,305+287.8% | $12,624+400.9% |