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 | $120,614 | $110,257+9.4% | $96,544+24.9% | $139,434-13.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.36% | 26.32%-5.0pp | 25.84%-4.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $4,454 | $3,620+23.1% | $2,965+50.2% | $4,751-6.2% |
| Participant deferral / active EE | $9,525 | $5,548+71.7% | $4,851+96.4% | $6,710+41.9% |
| Admin fee / account holder | $746 | $11,591-93.6% | $8,252-91.0% | $11,403-93.5% |