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 | $135,961 | $228,332-40.5% | $185,823-26.8% | $158,922-14.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.07% | 40.80%-29.7pp | 35.95%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $22,774 | $4,967+358.5% | $4,087+457.2% | $4,761+378.3% |
| Participant deferral / active EE | $9,750 | $6,415+52.0% | $5,632+73.1% | $5,982+63.0% |
| Admin fee / account holder | $1,027 | $11,864-91.3% | $9,500-89.2% | $11,246-90.9% |