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 | $121,621 | $94,338+28.9% | $100,534+21.0% | $142,382-14.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.98% | 29.20%-13.2pp | 32.66%-16.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $14,707 | $4,237+247.1% | $4,346+238.4% | $4,299+242.1% |
| Participant deferral / active EE | $7,960 | $5,934+34.1% | $6,144+29.6% | $6,507+22.3% |
| Admin fee / account holder | $2,997 | $8,421-64.4% | $7,654-60.8% | $12,624-76.3% |