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 | $127,723 | $154,117-17.1% | $129,995-1.7% | $139,434-8.4% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 15.17% | 32.48%-17.3pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $10,909 | $5,289+106.3% | $4,320+152.5% | $4,751+129.6% |
| Participant deferral / active EE | $11,259 | $6,710+67.8% | $5,820+93.5% | $6,710+67.8% |
| Admin fee / account holder | $2,042 | $14,007-85.4% | $10,614-80.8% | $11,403-82.1% |