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 | $110,969 | $152,460-27.2% | $118,746-6.5% | $147,584-24.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.72% | 17.41%-2.7pp | 24.54%-9.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,526 | $5,046-49.9% | $4,193-39.8% | $4,876-48.2% |
| Participant deferral / active EE | $8,157 | $6,212+31.3% | $5,332+53.0% | $5,439+50.0% |
| Admin fee / account holder | $565 | $16,953-96.7% | $10,720-94.7% | $10,885-94.8% |