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 | $126,090 | $162,781-22.5% | $133,956-5.9% | $158,922-20.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.20% | 41.94%-31.7pp | 45.09%-34.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $6,633 | $4,975+33.3% | $3,919+69.3% | $4,761+39.3% |
| Participant deferral / active EE | $13,183 | $5,911+123.0% | $5,048+161.2% | $5,982+120.4% |
| Admin fee / account holder | $13,128 | $11,736+11.9% | $8,927+47.1% | $11,246+16.7% |