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 4-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 | $175,386 | $201,259-12.9% | $184,200-4.8% | $145,959+20.2% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 25.61% | 28.98%-3.4pp | 28.80%-3.2pp | 561.95%-536.3pp |
| Employer contribution / active EE | $11,129 | $7,018+58.6% | $6,424+73.2% | $4,661+138.8% |
| Participant deferral / active EE | $12,780 | $9,806+30.3% | $9,132+39.9% | $6,689+91.1% |
| Admin fee / account holder | $17,530 | $16,372+7.1% | $13,907+26.1% | $13,398+30.8% |