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 | $122,446 | $98,750+24.0% | $149,696-18.2% | $79,858+53.3% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 12.57% | 27.43%-14.9pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,981 | $3,216+23.8% | $4,644-14.3% | $2,471+61.1% |
| Participant deferral / active EE | $9,558 | $5,680+68.3% | $6,842+39.7% | $3,740+155.6% |
| Admin fee / account holder | $8,441 | $6,053+39.5% | $9,309-9.3% | $5,306+59.1% |