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 | $214,478 | $228,332-6.1% | $185,823+15.4% | $158,922+35.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.50% | 40.80%-22.3pp | 35.95%-17.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $3,686 | $4,967-25.8% | $4,087-9.8% | $4,761-22.6% |
| Participant deferral / active EE | $12,158 | $6,415+89.5% | $5,632+115.9% | $5,982+103.2% |
| Admin fee / account holder | $448 | $11,864-96.2% | $9,500-95.3% | $11,246-96.0% |