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 | $128,948 | $97,125+32.8% | $86,233+49.5% | $137,256-6.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 20.17% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $6,155 | $2,841+116.6% | $2,504+145.8% | $4,156+48.1% |
| Participant deferral / active EE | $8,084 | $5,180+56.1% | $4,559+77.3% | $6,407+26.2% |
| Admin fee / account holder | $957 | $9,725-90.2% | $8,342-88.5% | $12,270-92.2% |