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 | $126,331 | $125,758+0.5% | $169,993-25.7% | $75,163+68.1% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 20.42% | 27.20%-6.8pp | 53.37%-33.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,110 | $4,615-32.6% | $6,785-54.2% | $2,670+16.5% |
| Participant deferral / active EE | $13,852 | $6,837+102.6% | $10,408+33.1% | $4,125+235.8% |
| Admin fee / account holder | $465 | $8,173-94.3% | $12,815-96.4% | $5,651-91.8% |