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 | $136,247 | $135,952+0.2% | $123,892+10.0% | $273,961-50.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 20.48% | 56.63%-36.2pp | 47.52%-27.0pp | 41.45%-21.0pp |
| Employer contribution / active EE | $18,965 | $5,170+266.8% | $4,617+310.8% | $4,869+289.5% |
| Participant deferral / active EE | $17,171 | $6,343+170.7% | $5,984+186.9% | $5,287+224.8% |
| Admin fee / account holder | $1,452 | $9,817-85.2% | $8,357-82.6% | $10,132-85.7% |