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 | $119,201 | $92,222+29.3% | $76,768+55.3% | $135,375-11.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 37.46% | 5.46%+32.0pp | 2.43%+35.0pp | 519.73%-482.3pp |
| Employer contribution / active EE | $3,253 | $3,216+1.1% | $2,485+30.9% | $4,779-31.9% |
| Participant deferral / active EE | $6,900 | $4,509+53.0% | $3,852+79.1% | $5,609+23.0% |
| Admin fee / account holder | $37,754 | $10,748+251.3% | $6,675+465.6% | $10,827+248.7% |