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 | $136,983 | $110,257+24.2% | $96,544+41.9% | $139,434-1.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.24% | 26.32%-1.1pp | 25.84%-0.6pp | 372.94%-347.7pp |
| Employer contribution / active EE | $9,124 | $3,620+152.1% | $2,965+207.7% | $4,751+92.0% |
| Participant deferral / active EE | $14,214 | $5,548+156.2% | $4,851+193.0% | $6,710+111.8% |
| Admin fee / account holder | $3,157 | $11,591-72.8% | $8,252-61.7% | $11,403-72.3% |