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 | $115,460 | $104,251+10.8% | $91,001+26.9% | $147,584-21.8% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 14.76% | 27.06%-12.3pp | 4.60%+10.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $4,810 | $3,116+54.4% | $2,456+95.9% | $4,876-1.4% |
| Participant deferral / active EE | $3,058 | $4,195-27.1% | $3,547-13.8% | $5,439-43.8% |
| Admin fee / account holder | $3,853 | $8,948-56.9% | $5,417-28.9% | $10,885-64.6% |