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 | $178,050 | $201,272-11.5% | $184,203-3.3% | $145,922+22.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 18.16% | 29.00%-10.8pp | 28.81%-10.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,646 | $7,022-33.8% | $6,427-27.7% | $4,660-0.3% |
| Participant deferral / active EE | $11,406 | $9,806+16.3% | $9,131+24.9% | $6,688+70.5% |
| Admin fee / account holder | $662 | $16,364-96.0% | $13,901-95.2% | $13,397-95.1% |