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 | $125,874 | $103,376+21.8% | $87,100+44.5% | $152,861-17.7% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 23.67% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,626 | $3,220-18.5% | $2,521+4.1% | $4,762-44.9% |
| Participant deferral / active EE | $8,337 | $4,778+74.5% | $4,049+105.9% | $5,850+42.5% |
| Admin fee / account holder | $34,570 | $12,205+183.2% | $7,497+361.1% | $11,596+198.1% |