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 | $142,267 | $165,335-14.0% | $149,696-5.0% | $158,922-10.5% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 22.99% | 348.15%-325.2pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,459 | $5,103-51.8% | $4,644-47.1% | $4,761-48.4% |
| Participant deferral / active EE | $6,253 | $7,181-12.9% | $6,842-8.6% | $5,982+4.5% |
| Admin fee / account holder | $13,159 | $10,807+21.8% | $9,309+41.4% | $11,246+17.0% |