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 | $98,514 | $87,166+13.0% | $76,735+28.4% | $137,256-28.2% |
| Participation rate | 90.9% | 74.4%+16.6pp | 69.5%+21.4pp | 80.0%+10.9pp |
| Annual return | 14.20% | 26.50%-12.3pp | 29.77%-15.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,194 | $2,904+147.7% | $2,454+193.1% | $4,156+73.1% |
| Participant deferral / active EE | $11,441 | $4,726+142.1% | $4,088+179.9% | $6,407+78.6% |
| Admin fee / account holder | $3,680 | $8,403-56.2% | $7,189-48.8% | $12,270-70.0% |