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 | $125,982 | $124,281+1.4% | $109,143+15.4% | $167,490-24.8% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 20.66% | 26.04%-5.4pp | 25.75%-5.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $4,092 | $4,207-2.7% | $3,722+9.9% | $4,837-15.4% |
| Participant deferral / active EE | $10,246 | $5,255+95.0% | $4,653+120.2% | $6,341+61.6% |
| Admin fee / account holder | $1,690 | $7,970-78.8% | $6,752-75.0% | $12,309-86.3% |