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 | $123,686 | $116,175+6.5% | $93,606+32.1% | $152,861-19.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.47% | 35.96%-9.5pp | 32.76%-6.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $4,154 | $3,218+29.1% | $2,718+52.8% | $4,762-12.8% |
| Participant deferral / active EE | $6,743 | $4,603+46.5% | $4,069+65.7% | $5,850+15.3% |
| Admin fee / account holder | $655 | $10,748-93.9% | $7,888-91.7% | $11,596-94.4% |