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 | $100,894 | $135,952-25.8% | $123,892-18.6% | $273,961-63.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.93% | 56.63%-41.7pp | 47.52%-32.6pp | 41.45%-26.5pp |
| Employer contribution / active EE | $18,469 | $5,170+257.2% | $4,617+300.0% | $4,869+279.3% |
| Participant deferral / active EE | $14,727 | $6,343+132.2% | $5,984+146.1% | $5,287+178.5% |
| Admin fee / account holder | $39,969 | $9,817+307.1% | $8,357+378.3% | $10,132+294.5% |