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 | $170,481 | $154,365+10.4% | $130,231+30.9% | $139,434+22.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 24.87% | 30.34%-5.5pp | 38.77%-13.9pp | 372.94%-348.1pp |
| Employer contribution / active EE | $9,139 | $5,170+76.8% | $4,126+121.5% | $4,751+92.4% |
| Participant deferral / active EE | $24,026 | $8,498+182.7% | $6,799+253.4% | $6,710+258.0% |
| Admin fee / account holder | $13,546 | $9,214+47.0% | $6,020+125.0% | $11,403+18.8% |