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 | $147,712 | $183,519-19.5% | $155,509-5.0% | $145,922+1.2% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 18.50% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,097 | $5,313-41.7% | $4,672-33.7% | $4,660-33.5% |
| Participant deferral / active EE | $7,806 | $6,462+20.8% | $5,626+38.7% | $6,688+16.7% |
| Admin fee / account holder | $7,578 | $19,313-60.8% | $15,912-52.4% | $13,397-43.4% |