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 | $139,866 | $118,450+18.1% | $98,439+42.1% | $139,434+0.3% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 22.63% | 18.94%+3.7pp | 21.16%+1.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,238 | $3,609-10.3% | $3,048+6.2% | $4,751-31.8% |
| Participant deferral / active EE | $10,858 | $5,392+101.4% | $4,738+129.2% | $6,710+61.8% |
| Admin fee / account holder | $19,196 | $14,026+36.9% | $8,948+114.5% | $11,403+68.3% |