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 | $125,209 | $238,490-47.5% | $180,183-30.5% | $142,382-12.1% |
| Participation rate | 90.5% | 82.3%+8.2pp | 77.4%+13.0pp | 80.1%+10.4pp |
| Annual return | 12.37% | 33.56%-21.2pp | 27.86%-15.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,926 | $6,143+45.3% | $5,039+77.1% | $4,299+107.6% |
| Participant deferral / active EE | $5,077 | $7,996-36.5% | $6,822-25.6% | $6,507-22.0% |
| Admin fee / account holder | $1,410 | $28,866-95.1% | $19,975-92.9% | $12,624-88.8% |