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 | $147,076 | $152,587-3.6% | $125,175+17.5% | $152,861-3.8% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 26.44% | 54.84%-28.4pp | 43.79%-17.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,653 | $4,946-46.4% | $3,865-31.4% | $4,762-44.3% |
| Participant deferral / active EE | $10,779 | $5,868+83.7% | $4,937+118.3% | $5,850+84.3% |
| Admin fee / account holder | $1,688 | $13,434-87.4% | $9,702-82.6% | $11,596-85.4% |