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 | $174,708 | $227,553-23.2% | $189,557-7.8% | $167,490+4.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 14.10% | 78.40%-64.3pp | 64.17%-50.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,116 | $5,316-41.4% | $4,412-29.4% | $4,837-35.6% |
| Participant deferral / active EE | $13,265 | $7,002+89.4% | $6,174+114.9% | $6,341+109.2% |
| Admin fee / account holder | $1,110 | $11,878-90.7% | $9,807-88.7% | $12,309-91.0% |