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 | $112,682 | $209,411-46.2% | $178,490-36.9% | $158,922-29.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.51% | 188.75%-176.2pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $10,238 | $5,706+79.4% | $5,011+104.3% | $4,761+115.0% |
| Participant deferral / active EE | $6,255 | $5,954+5.1% | $5,202+20.3% | $5,982+4.6% |
| Admin fee / account holder | $1,287 | $17,074-92.5% | $13,984-90.8% | $11,246-88.6% |