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 | $115,177 | $106,515+8.1% | $96,683+19.1% | $139,434-17.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.33% | 38.43%-27.1pp | 35.69%-24.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $4,455 | $4,103+8.6% | $3,737+19.2% | $4,751-6.2% |
| Participant deferral / active EE | $15,000 | $5,454+175.0% | $4,878+207.5% | $6,710+123.5% |
| Admin fee / account holder | $397 | $7,877-95.0% | $6,730-94.1% | $11,403-96.5% |