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 | $136,507 | $217,402-37.2% | $185,823-26.5% | $167,490-18.5% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 18.73% | 148.36%-129.6pp | 122.05%-103.3pp | 478.56%-459.8pp |
| Employer contribution / active EE | $5,546 | $5,873-5.6% | $5,167+7.3% | $4,837+14.6% |
| Participant deferral / active EE | $8,487 | $6,356+33.5% | $5,568+52.4% | $6,341+33.8% |
| Admin fee / account holder | $2,726 | $19,811-86.2% | $16,237-83.2% | $12,309-77.9% |