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 | $209,890 | $228,332-8.1% | $185,823+13.0% | $158,922+32.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.76% | 40.80%-31.0pp | 35.95%-26.2pp | 302.83%-293.1pp |
| Employer contribution / active EE | $20,210 | $4,967+306.9% | $4,087+394.4% | $4,761+324.5% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,337 | $11,864-88.7% | $9,500-85.9% | $11,246-88.1% |