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 | $133,978 | $124,319+7.8% | $111,297+20.4% | $167,490-20.0% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 21.98% | 37.44%-15.5pp | 54.65%-32.7pp | 478.56%-456.6pp |
| Employer contribution / active EE | $6,460 | $3,435+88.0% | $2,731+136.5% | $4,837+33.5% |
| Participant deferral / active EE | $4,475 | $5,180-13.6% | $4,487-0.3% | $6,341-29.4% |
| Admin fee / account holder | $2,798 | $10,618-73.6% | $7,964-64.9% | $12,309-77.3% |