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 | $163,987 | $227,553-27.9% | $189,557-13.5% | $167,490-2.1% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 13.78% | 78.40%-64.6pp | 64.17%-50.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $14,145 | $5,316+166.1% | $4,412+220.6% | $4,837+192.4% |
| Participant deferral / active EE | $7,553 | $7,002+7.9% | $6,174+22.3% | $6,341+19.1% |
| Admin fee / account holder | $7,920 | $11,878-33.3% | $9,807-19.2% | $12,309-35.7% |