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 | $122,999 | $103,376+19.0% | $87,100+41.2% | $152,861-19.5% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.9%+4.1pp | 82.4%-1.5pp |
| Annual return | 32.77% | 28.10%+4.7pp | 28.19%+4.6pp | 345.32%-312.5pp |
| Employer contribution / active EE | $7,143 | $3,220+121.8% | $2,521+183.3% | $4,762+50.0% |
| Participant deferral / active EE | $2,856 | $4,778-40.2% | $4,049-29.5% | $5,850-51.2% |
| Admin fee / account holder | $876 | $12,205-92.8% | $7,497-88.3% | $11,596-92.4% |