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 | $106,748 | $110,257-3.2% | $96,544+10.6% | $139,434-23.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 22.39% | 26.32%-3.9pp | 25.84%-3.5pp | 372.94%-350.6pp |
| Employer contribution / active EE | $4,055 | $3,620+12.0% | $2,965+36.8% | $4,751-14.6% |
| Participant deferral / active EE | $9,516 | $5,548+71.5% | $4,851+96.2% | $6,710+41.8% |
| Admin fee / account holder | $875 | $11,591-92.4% | $8,252-89.4% | $11,403-92.3% |