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 | $130,301 | $124,319+4.8% | $111,297+17.1% | $167,490-22.2% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 12.80% | 37.44%-24.6pp | 54.65%-41.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,110 | $3,435-9.5% | $2,731+13.9% | $4,837-35.7% |
| Participant deferral / active EE | $9,074 | $5,180+75.2% | $4,487+102.2% | $6,341+43.1% |
| Admin fee / account holder | $2,501 | $10,618-76.4% | $7,964-68.6% | $12,309-79.7% |