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 | $129,115 | $162,781-20.7% | $133,956-3.6% | $158,922-18.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.49% | 41.94%-29.4pp | 45.09%-32.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $12,553 | $4,975+152.3% | $3,919+220.3% | $4,761+163.7% |
| Participant deferral / active EE | $7,682 | $5,911+30.0% | $5,048+52.2% | $5,982+28.4% |
| Admin fee / account holder | $1,011 | $11,736-91.4% | $8,927-88.7% | $11,246-91.0% |