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 | $102,313 | $116,175-11.9% | $93,606+9.3% | $152,861-33.1% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 23.25% | 35.96%-12.7pp | 32.76%-9.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $16,356 | $3,218+408.3% | $2,718+501.8% | $4,762+243.4% |
| Participant deferral / active EE | $8,406 | $4,603+82.6% | $4,069+106.6% | $5,850+43.7% |
| Admin fee / account holder | $1,418 | $10,748-86.8% | $7,888-82.0% | $11,596-87.8% |