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 | $164,809 | $131,829+25.0% | $108,579+51.8% | $273,961-39.8% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 9.66% | -91.57%+101.2pp | -51.70%+61.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $10,937 | $4,912+122.6% | $3,758+191.0% | $4,869+124.6% |
| Participant deferral / active EE | $13,267 | $5,127+158.8% | $4,311+207.8% | $5,287+150.9% |
| Admin fee / account holder | $1,392 | $10,252-86.4% | $7,645-81.8% | $10,132-86.3% |