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 6-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 | $111,153 | $97,125+14.4% | $86,233+28.9% | $137,256-19.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 17.61% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,963 | $2,841+39.5% | $2,504+58.3% | $4,156-4.6% |
| Participant deferral / active EE | $6,799 | $5,180+31.3% | $4,559+49.1% | $6,407+6.1% |
| Admin fee / account holder | $457 | $9,725-95.3% | $8,342-94.5% | $12,270-96.3% |