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 | $140,107 | $201,259-30.4% | $184,200-23.9% | $145,959-4.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.13% | 28.98%-13.9pp | 28.80%-13.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $26,041 | $7,018+271.1% | $6,424+305.4% | $4,661+458.7% |
| Participant deferral / active EE | $25,069 | $9,806+155.6% | $9,132+174.5% | $6,689+274.8% |
| Admin fee / account holder | $60,639 | $16,372+270.4% | $13,907+336.0% | $13,398+352.6% |