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 | $118,175 | $104,974+12.6% | $95,585+23.6% | $142,382-17.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.00% | 210.33%-195.3pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,885 | $2,779+183.8% | $2,527+212.1% | $4,299+83.4% |
| Participant deferral / active EE | $4,166 | $4,352-4.3% | $4,023+3.6% | $6,507-36.0% |
| Admin fee / account holder | $489 | $6,386-92.4% | $6,127-92.0% | $12,624-96.1% |