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 | $143,265 | $148,534-3.5% | $135,903+5.4% | $139,434+2.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.79% | 79.19%-53.4pp | 68.23%-42.4pp | 372.94%-347.2pp |
| Employer contribution / active EE | $4,165 | $5,243-20.6% | $4,856-14.2% | $4,751-12.3% |
| Participant deferral / active EE | $13,445 | $8,100+66.0% | $7,758+73.3% | $6,710+100.4% |
| Admin fee / account holder | $558 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |