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 | $118,072 | $132,239-10.7% | $105,722+11.7% | $273,961-56.9% |
| Participation rate | 93.8% | 83.2%+10.6pp | 78.9%+14.8pp | 83.0%+10.7pp |
| Annual return | 13.12% | 10.07%+3.0pp | 12.25%+0.9pp | 41.45%-28.3pp |
| Employer contribution / active EE | $12,418 | $4,867+155.2% | $4,079+204.4% | $4,869+155.1% |
| Participant deferral / active EE | $7,040 | $6,233+12.9% | $5,326+32.2% | $5,287+33.1% |
| Admin fee / account holder | $12,415 | $12,032+3.2% | $8,308+49.4% | $10,132+22.5% |