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 | $131,560 | $135,952-3.2% | $123,892+6.2% | $273,961-52.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.11% | 56.63%-41.5pp | 47.52%-32.4pp | 41.45%-26.3pp |
| Employer contribution / active EE | $11,513 | $5,170+122.7% | $4,617+149.4% | $4,869+136.5% |
| Participant deferral / active EE | $6,078 | $6,343-4.2% | $5,984+1.6% | $5,287+15.0% |
| Admin fee / account holder | $427 | $9,817-95.6% | $8,357-94.9% | $10,132-95.8% |