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 | $128,145 | $228,332-43.9% | $185,823-31.0% | $158,922-19.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.34% | 40.80%-22.5pp | 35.95%-17.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $4,016 | $4,967-19.1% | $4,087-1.7% | $4,761-15.6% |
| Participant deferral / active EE | $14,553 | $6,415+126.9% | $5,632+158.4% | $5,982+143.3% |
| Admin fee / account holder | $422 | $11,864-96.4% | $9,500-95.6% | $11,246-96.2% |