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 | $145,520 | $176,812-17.7% | $146,665-0.8% | $167,490-13.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.64% | 24.03%-8.4pp | 22.74%-7.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $9,438 | $5,160+82.9% | $4,136+128.2% | $4,837+95.1% |
| Participant deferral / active EE | $20,533 | $6,440+218.8% | $5,506+272.9% | $6,341+223.8% |
| Admin fee / account holder | $4,083 | $13,259-69.2% | $10,280-60.3% | $12,309-66.8% |