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 | $120,126 | $106,515+12.8% | $96,683+24.2% | $139,434-13.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 43.46% | 38.43%+5.0pp | 35.69%+7.8pp | 372.94%-329.5pp |
| Employer contribution / active EE | $15,638 | $4,103+281.1% | $3,737+318.5% | $4,751+229.2% |
| Participant deferral / active EE | $9,118 | $5,454+67.2% | $4,878+86.9% | $6,710+35.9% |
| Admin fee / account holder | $1,671 | $7,877-78.8% | $6,730-75.2% | $11,403-85.3% |