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 | $106,402 | $78,672+35.2% | $109,143-2.5% | $85,850+23.9% |
| Participation rate | 94.9% | 68.3%+26.6pp | 75.9%+19.0pp | 69.3%+25.6pp |
| Annual return | 11.29% | 25.09%-13.8pp | 25.75%-14.5pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,429 | $2,735+25.4% | $3,722-7.9% | $2,565+33.7% |
| Participant deferral / active EE | $6,838 | $3,467+97.2% | $4,653+47.0% | $3,952+73.0% |
| Admin fee / account holder | $3,843 | $5,469-29.7% | $6,752-43.1% | $6,260-38.6% |