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 | $126,079 | $106,515+18.4% | $96,683+30.4% | $139,434-9.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.21% | 38.43%-27.2pp | 35.69%-24.5pp | 372.94%-361.7pp |
| Employer contribution / active EE | $19,142 | $4,103+366.6% | $3,737+412.3% | $4,751+302.9% |
| Participant deferral / active EE | $7,917 | $5,454+45.2% | $4,878+62.3% | $6,710+18.0% |
| Admin fee / account holder | $1,505 | $7,877-80.9% | $6,730-77.6% | $11,403-86.8% |