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 | $129,824 | $124,281+4.5% | $109,143+18.9% | $167,490-22.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.64% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $16,695 | $4,207+296.8% | $3,722+348.6% | $4,837+245.1% |
| Participant deferral / active EE | $8,395 | $5,255+59.7% | $4,653+80.4% | $6,341+32.4% |
| Admin fee / account holder | $908 | $7,970-88.6% | $6,752-86.6% | $12,309-92.6% |