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 | $110,398 | $142,344-22.4% | $119,609-7.7% | $134,475-17.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.89% | -12.44%+14.3pp | -14.97%+16.9pp | 417.96%-416.1pp |
| Employer contribution / active EE | $9,327 | $5,222+78.6% | $4,232+120.4% | $4,740+96.8% |
| Participant deferral / active EE | $4,865 | $6,469-24.8% | $5,602-13.2% | $6,400-24.0% |
| Admin fee / account holder | $2,430 | $13,584-82.1% | $10,323-76.5% | $11,426-78.7% |