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 | $136,338 | $138,347-1.5% | $184,203-26.0% | $80,856+68.6% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.6%+29.4pp |
| Annual return | 12.87% | 20.02%-7.2pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $14,213 | $4,850+193.0% | $6,427+121.1% | $2,755+415.9% |
| Participant deferral / active EE | $13,716 | $7,071+94.0% | $9,131+50.2% | $4,296+219.3% |
| Admin fee / account holder | $4,879 | $10,483-53.5% | $13,901-64.9% | $6,918-29.5% |