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 | $113,789 | $124,281-8.4% | $109,143+4.3% | $167,490-32.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 14.29% | 26.04%-11.7pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $9,152 | $4,207+117.5% | $3,722+145.9% | $4,837+89.2% |
| Participant deferral / active EE | $11,008 | $5,255+109.5% | $4,653+136.6% | $6,341+73.6% |
| Admin fee / account holder | $1,046 | $7,970-86.9% | $6,752-84.5% | $12,309-91.5% |