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 | $182,607 | $131,829+38.5% | $108,579+68.2% | $273,961-33.3% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 12.48% | -91.57%+104.0pp | -51.70%+64.2pp | 41.45%-29.0pp |
| Employer contribution / active EE | $10,373 | $4,912+111.2% | $3,758+176.0% | $4,869+113.1% |
| Participant deferral / active EE | $9,058 | $5,127+76.7% | $4,311+110.1% | $5,287+71.3% |
| Admin fee / account holder | $1,784 | $10,252-82.6% | $7,645-76.7% | $10,132-82.4% |