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 6-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 | $108,770 | $107,452+1.2% | $91,541+18.8% | $142,382-23.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 21.97% | 22.06%-0.1pp | 20.50%+1.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $5,117 | $2,994+70.9% | $2,505+104.3% | $4,299+19.0% |
| Participant deferral / active EE | $10,446 | $4,754+119.7% | $4,008+160.6% | $6,507+60.5% |
| Admin fee / account holder | $6,822 | $8,834-22.8% | $6,956-1.9% | $12,624-46.0% |