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 | $113,573 | $117,381-3.2% | $99,443+14.2% | $152,861-25.7% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 20.69% | 31.87%-11.2pp | 30.72%-10.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,409 | $3,013+46.3% | $2,540+73.6% | $4,762-7.4% |
| Participant deferral / active EE | $12,238 | $4,086+199.5% | $3,619+238.2% | $5,850+109.2% |
| Admin fee / account holder | $10,453 | $7,631+37.0% | $6,250+67.2% | $11,596-9.9% |