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 | $98,951 | $106,515-7.1% | $96,683+2.3% | $139,434-29.0% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.3%+12.0pp | 80.3%+6.0pp |
| Annual return | 22.80% | 38.43%-15.6pp | 35.69%-12.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $7,769 | $4,103+89.3% | $3,737+107.9% | $4,751+63.5% |
| Participant deferral / active EE | $7,110 | $5,454+30.4% | $4,878+45.8% | $6,710+6.0% |
| Admin fee / account holder | $1,092 | $7,877-86.1% | $6,730-83.8% | $11,403-90.4% |