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 | $185,259 | $227,553-18.6% | $189,557-2.3% | $167,490+10.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.17% | 78.40%-58.2pp | 64.17%-44.0pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,785 | $5,316-47.6% | $4,412-36.9% | $4,837-42.4% |
| Participant deferral / active EE | $19,213 | $7,002+174.4% | $6,174+211.2% | $6,341+203.0% |
| Admin fee / account holder | $21,565 | $11,878+81.6% | $9,807+119.9% | $12,309+75.2% |