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 | $164,397 | $197,591-16.8% | $177,821-7.5% | $158,922+3.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.07% | 58.76%-39.7pp | 48.32%-29.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $4,824 | $6,697-28.0% | $5,918-18.5% | $4,761+1.3% |
| Participant deferral / active EE | $11,726 | $8,405+39.5% | $7,714+52.0% | $5,982+96.0% |
| Admin fee / account holder | $9,812 | $15,399-36.3% | $12,427-21.0% | $11,246-12.7% |