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 | $129,537 | $91,538+41.5% | $129,995-0.4% | $75,163+72.3% |
| Participation rate | 88.0% | 71.4%+16.6pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 17.76% | -631.11%+648.9pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $7,976 | $2,845+180.3% | $4,320+84.6% | $2,670+198.7% |
| Participant deferral / active EE | $12,674 | $4,341+192.0% | $5,820+117.8% | $4,125+207.2% |
| Admin fee / account holder | $4,566 | $6,790-32.8% | $10,614-57.0% | $5,651-19.2% |