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 | $78,875 | $166,020-52.5% | $164,866-52.2% | $145,959-46.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.68% | 100.08%-85.4pp | 69.97%-55.3pp | 561.95%-547.3pp |
| Employer contribution / active EE | $4,440 | $5,275-15.8% | $4,343+2.3% | $4,661-4.7% |
| Participant deferral / active EE | $10,429 | $6,961+49.8% | $6,033+72.9% | $6,689+55.9% |
| Admin fee / account holder | $1,237 | $16,644-92.6% | $12,689-90.3% | $13,398-90.8% |