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 | $110,223 | $101,724+8.4% | $164,813-33.1% | $80,856+36.3% |
| Participation rate | 90.6% | 71.8%+18.8pp | 78.6%+12.0pp | 67.6%+23.0pp |
| Annual return | 15.20% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,064 | $2,953+37.6% | $4,341-6.4% | $2,755+47.5% |
| Participant deferral / active EE | $5,402 | $4,477+20.6% | $6,031-10.4% | $4,296+25.7% |
| Admin fee / account holder | $16,049 | $8,227+95.1% | $12,690+26.5% | $6,918+132.0% |