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 6-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 | $110,090 | $118,450-7.1% | $98,439+11.8% | $139,434-21.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.16% | 18.94%+0.2pp | 21.16%-2.0pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,541 | $3,609+25.8% | $3,048+49.0% | $4,751-4.4% |
| Participant deferral / active EE | $7,149 | $5,392+32.6% | $4,738+50.9% | $6,710+6.5% |
| Admin fee / account holder | $960 | $14,026-93.2% | $8,948-89.3% | $11,403-91.6% |