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 | $108,191 | $105,859+2.2% | $90,160+20.0% | $147,584-26.7% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 21.68% | 37.63%-15.9pp | 34.88%-13.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $5,818 | $4,126+41.0% | $3,318+75.3% | $4,876+19.3% |
| Participant deferral / active EE | $8,887 | $5,733+55.0% | $5,288+68.1% | $5,439+63.4% |
| Admin fee / account holder | $729 | $8,046-90.9% | $5,943-87.7% | $10,885-93.3% |