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 | $129,677 | $124,425+4.2% | $112,040+15.7% | $137,256-5.5% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.5%+19.2pp | 80.0%+15.7pp |
| Annual return | 14.51% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $8,561 | $3,411+151.0% | $2,954+189.8% | $4,156+106.0% |
| Participant deferral / active EE | $7,470 | $5,718+30.6% | $5,098+46.5% | $6,407+16.6% |
| Admin fee / account holder | $11,172 | $15,207-26.5% | $12,098-7.7% | $12,270-8.9% |