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 | $149,566 | $98,750+51.5% | $149,696-0.1% | $79,858+87.3% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.5%-12.1pp | 69.6%+0.7pp |
| Annual return | 14.71% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,112 | $3,216-34.3% | $4,644-54.5% | $2,471-14.5% |
| Participant deferral / active EE | $5,378 | $5,680-5.3% | $6,842-21.4% | $3,740+43.8% |
| Admin fee / account holder | $541 | $6,053-91.1% | $9,309-94.2% | $5,306-89.8% |