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 | $66,169 | $106,515-37.9% | $96,683-31.6% | $139,434-52.5% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 16.95% | 38.43%-21.5pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $11,264 | $4,103+174.6% | $3,737+201.4% | $4,751+137.1% |
| Participant deferral / active EE | $7,194 | $5,454+31.9% | $4,878+47.5% | $6,710+7.2% |
| Admin fee / account holder | $1,494 | $7,877-81.0% | $6,730-77.8% | $11,403-86.9% |