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 | $115,202 | $112,729+2.2% | $98,716+16.7% | $137,256-16.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 18.93% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,848 | $2,725+4.5% | $2,279+25.0% | $4,156-31.5% |
| Participant deferral / active EE | $6,504 | $4,640+40.2% | $4,048+60.7% | $6,407+1.5% |
| Admin fee / account holder | $3,321 | $10,129-67.2% | $8,703-61.8% | $12,270-72.9% |