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 | $140,601 | $228,332-38.4% | $185,823-24.3% | $158,922-11.5% |
| Participation rate | 94.7% | 82.3%+12.4pp | 78.0%+16.7pp | 82.0%+12.8pp |
| Annual return | 10.05% | 40.80%-30.8pp | 35.95%-25.9pp | 302.83%-292.8pp |
| Employer contribution / active EE | $12,734 | $4,967+156.4% | $4,087+211.5% | $4,761+167.4% |
| Participant deferral / active EE | $8,010 | $6,415+24.9% | $5,632+42.2% | $5,982+33.9% |
| Admin fee / account holder | $1,514 | $11,864-87.2% | $9,500-84.1% | $11,246-86.5% |