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 5-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 | $90,270 | $95,266-5.2% | $82,389+9.6% | $142,382-36.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 10.99% | 25.74%-14.8pp | 28.67%-17.7pp | 217.08%-206.1pp |
| Employer contribution / active EE | $11,346 | $2,991+279.3% | $2,517+350.8% | $4,299+163.9% |
| Participant deferral / active EE | $12,705 | $4,809+164.2% | $4,155+205.8% | $6,507+95.3% |
| Admin fee / account holder | $3,468 | $8,563-59.5% | $7,231-52.0% | $12,624-72.5% |