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 | $118,628 | $96,557+22.9% | $80,975+46.5% | $273,961-56.7% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.8%+14.2pp | 83.0%+7.0pp |
| Annual return | 9.33% | 15.14%-5.8pp | 17.10%-7.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $4,392 | $4,868-9.8% | $3,714+18.2% | $4,869-9.8% |
| Participant deferral / active EE | $16,198 | $6,598+145.5% | $5,696+184.4% | $5,287+206.4% |
| Admin fee / account holder | $9,487 | $7,492+26.6% | $5,516+72.0% | $10,132-6.4% |