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 | $103,130 | $117,381-12.1% | $99,443+3.7% | $152,861-32.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.31% | 31.87%-9.6pp | 30.72%-8.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $10,678 | $3,013+254.4% | $2,540+320.5% | $4,762+124.2% |
| Participant deferral / active EE | $7,480 | $4,086+83.1% | $3,619+106.7% | $5,850+27.9% |
| Admin fee / account holder | $3,458 | $7,631-54.7% | $6,250-44.7% | $11,596-70.2% |