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 | $139,609 | $110,261+26.6% | $95,745+45.8% | $139,434+0.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.77% | 27.11%-13.3pp | 28.35%-14.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,467 | $3,257+6.4% | $2,835+22.3% | $4,751-27.0% |
| Participant deferral / active EE | $5,827 | $4,676+24.6% | $4,245+37.3% | $6,710-13.2% |
| Admin fee / account holder | $659 | $6,613-90.0% | $5,678-88.4% | $11,403-94.2% |