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 7-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 | $114,103 | $112,729+1.2% | $98,716+15.6% | $137,256-16.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 37.88% | 38.48%-0.6pp | 31.81%+6.1pp | 220.34%-182.5pp |
| Employer contribution / active EE | $3,933 | $2,725+44.3% | $2,279+72.6% | $4,156-5.4% |
| Participant deferral / active EE | $5,029 | $4,640+8.4% | $4,048+24.2% | $6,407-21.5% |
| Admin fee / account holder | $566 | $10,129-94.4% | $8,703-93.5% | $12,270-95.4% |