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 | $152,427 | $227,553-33.0% | $189,557-19.6% | $167,490-9.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.26% | 78.40%-69.1pp | 64.17%-54.9pp | 478.56%-469.3pp |
| Employer contribution / active EE | $8,775 | $5,316+65.1% | $4,412+98.9% | $4,837+81.4% |
| Participant deferral / active EE | $3,530 | $7,002-49.6% | $6,174-42.8% | $6,341-44.3% |
| Admin fee / account holder | $37,545 | $11,878+216.1% | $9,807+282.8% | $12,309+205.0% |