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 | $215,206 | $228,332-5.7% | $185,823+15.8% | $158,922+35.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.21% | 40.80%-22.6pp | 35.95%-17.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,336 | $4,967-53.0% | $4,087-42.8% | $4,761-50.9% |
| Participant deferral / active EE | $7,500 | $6,415+16.9% | $5,632+33.2% | $5,982+25.4% |
| Admin fee / account holder | $968 | $11,864-91.8% | $9,500-89.8% | $11,246-91.4% |