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 | $94,000 | $175,202-46.3% | $149,673-37.2% | $139,434-32.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.55% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $8,326 | $5,474+52.1% | $4,818+72.8% | $4,751+75.3% |
| Participant deferral / active EE | $16,997 | $6,519+160.7% | $5,680+199.2% | $6,710+153.3% |
| Admin fee / account holder | $22,060 | $16,150+36.6% | $13,210+67.0% | $11,403+93.5% |