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 | $201,272-30.4% | $184,203-23.9% | $145,922-4.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.13% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $26,041 | $7,022+270.9% | $6,427+305.2% | $4,660+458.9% |
| Participant deferral / active EE | $25,069 | $9,806+155.7% | $9,131+174.5% | $6,688+274.8% |
| Admin fee / account holder | $60,639 | $16,364+270.6% | $13,901+336.2% | $13,397+352.6% |