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 | $140,458 | $162,781-13.7% | $133,956+4.9% | $158,922-11.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.78% | 41.94%-32.2pp | 45.09%-35.3pp | 302.83%-293.0pp |
| Employer contribution / active EE | $9,468 | $4,975+90.3% | $3,919+141.6% | $4,761+98.9% |
| Participant deferral / active EE | $4,491 | $5,911-24.0% | $5,048-11.0% | $5,982-24.9% |
| Admin fee / account holder | $1,022 | $11,736-91.3% | $8,927-88.6% | $11,246-90.9% |