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 | $106,559 | $103,376+3.1% | $87,100+22.3% | $152,861-30.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 24.25% | 28.10%-3.8pp | 28.19%-3.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $7,795 | $3,220+142.1% | $2,521+209.2% | $4,762+63.7% |
| Participant deferral / active EE | $5,344 | $4,778+11.8% | $4,049+32.0% | $5,850-8.7% |
| Admin fee / account holder | $1,093 | $12,205-91.0% | $7,497-85.4% | $11,596-90.6% |