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 | $130,990 | $154,117-15.0% | $129,995+0.8% | $139,434-6.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.68% | 32.48%-13.8pp | -137.18%+155.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $13,714 | $5,289+159.3% | $4,320+217.5% | $4,751+188.7% |
| Participant deferral / active EE | $12,565 | $6,710+87.3% | $5,820+115.9% | $6,710+87.3% |
| Admin fee / account holder | $384 | $14,007-97.3% | $10,614-96.4% | $11,403-96.6% |