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 | $108,687 | $93,571+16.2% | $135,903-20.0% | $75,163+44.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 31.06% | 30.90%+0.2pp | 68.23%-37.2pp | 160.62%-129.6pp |
| Employer contribution / active EE | $21,566 | $3,537+509.8% | $4,856+344.1% | $2,670+707.8% |
| Participant deferral / active EE | $9,100 | $6,404+42.1% | $7,758+17.3% | $4,125+120.6% |
| Admin fee / account holder | $6,074 | $6,975-12.9% | $10,762-43.6% | $5,651+7.5% |