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 | $120,956 | $214,378-43.6% | $200,582-39.7% | $142,382-15.0% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 18.75% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $16,073 | $6,841+134.9% | $6,419+150.4% | $4,299+273.9% |
| Participant deferral / active EE | $18,606 | $9,865+88.6% | $9,331+99.4% | $6,507+185.9% |
| Admin fee / account holder | $15,500 | $17,692-12.4% | $16,305-4.9% | $12,624+22.8% |