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 | $94,653 | $97,125-2.5% | $86,233+9.8% | $137,256-31.0% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.0%+25.7pp | 80.0%+14.8pp |
| Annual return | 17.23% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,398 | $2,841+19.6% | $2,504+35.7% | $4,156-18.2% |
| Participant deferral / active EE | $9,403 | $5,180+81.5% | $4,559+106.3% | $6,407+46.8% |
| Admin fee / account holder | $748 | $9,725-92.3% | $8,342-91.0% | $12,270-93.9% |