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 | $113,088 | $135,952-16.8% | $123,892-8.7% | $273,961-58.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 13.37% | 56.63%-43.3pp | 47.52%-34.1pp | 41.45%-28.1pp |
| Employer contribution / active EE | $9,166 | $5,170+77.3% | $4,617+98.5% | $4,869+88.3% |
| Participant deferral / active EE | $10,226 | $6,343+61.2% | $5,984+70.9% | $5,287+93.4% |
| Admin fee / account holder | $1,084 | $9,817-89.0% | $8,357-87.0% | $10,132-89.3% |