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 | $110,658 | $201,259-45.0% | $184,200-39.9% | $145,959-24.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.14% | 28.98%-16.8pp | 28.80%-16.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $13,069 | $7,018+86.2% | $6,424+103.4% | $4,661+180.4% |
| Participant deferral / active EE | $12,313 | $9,806+25.6% | $9,132+34.8% | $6,689+84.1% |
| Admin fee / account holder | $91,745 | $16,372+460.4% | $13,907+559.7% | $13,398+584.8% |