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 | $135,843 | $127,065+6.9% | $113,168+20.0% | $142,382-4.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.12% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,841 | $3,442+69.7% | $2,975+96.3% | $4,299+35.9% |
| Participant deferral / active EE | $11,670 | $5,716+104.1% | $5,107+128.5% | $6,507+79.3% |
| Admin fee / account holder | $18,997 | $15,736+20.7% | $12,068+57.4% | $12,624+50.5% |