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 | $86,182 | $100,754-14.5% | $86,677-0.6% | $134,475-35.9% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | 27.85% | 29.04%-1.2pp | 35.91%-8.1pp | 417.96%-390.1pp |
| Employer contribution / active EE | $3,361 | $3,489-3.7% | $2,836+18.5% | $4,740-29.1% |
| Participant deferral / active EE | $11,118 | $5,338+108.3% | $4,656+138.8% | $6,400+73.7% |
| Admin fee / account holder | $2,741 | $10,926-74.9% | $7,493-63.4% | $11,426-76.0% |