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 | $95,913 | $103,376-7.2% | $87,100+10.1% | $152,861-37.3% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 23.05% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,382 | $3,220+5.0% | $2,521+34.1% | $4,762-29.0% |
| Participant deferral / active EE | $15,145 | $4,778+217.0% | $4,049+274.1% | $5,850+158.9% |
| Admin fee / account holder | $12,931 | $12,205+5.9% | $7,497+72.5% | $11,596+11.5% |