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 | $140,388 | $162,781-13.8% | $133,956+4.8% | $158,922-11.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.60% | 41.94%-25.3pp | 45.09%-28.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $6,746 | $4,975+35.6% | $3,919+72.2% | $4,761+41.7% |
| Participant deferral / active EE | $8,034 | $5,911+35.9% | $5,048+59.2% | $5,982+34.3% |
| Admin fee / account holder | $885 | $11,736-92.5% | $8,927-90.1% | $11,246-92.1% |