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 7-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 | $127,388 | $118,450+7.5% | $98,439+29.4% | $139,434-8.6% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 18.62% | 18.94%-0.3pp | 21.16%-2.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $10,015 | $3,609+177.5% | $3,048+228.6% | $4,751+110.8% |
| Participant deferral / active EE | $1,470 | $5,392-72.7% | $4,738-69.0% | $6,710-78.1% |
| Admin fee / account holder | $4,433 | $14,026-68.4% | $8,948-50.5% | $11,403-61.1% |