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 | $136,899 | $135,952+0.7% | $123,892+10.5% | $273,961-50.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.83% | 56.63%-43.8pp | 47.52%-34.7pp | 41.45%-28.6pp |
| Employer contribution / active EE | $19,837 | $5,170+283.7% | $4,617+329.7% | $4,869+307.4% |
| Participant deferral / active EE | $9,814 | $6,343+54.7% | $5,984+64.0% | $5,287+85.6% |
| Admin fee / account holder | $382 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |