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 | $151,793 | $159,602-4.9% | $150,045+1.2% | $142,382+6.6% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 21.54% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $7,887 | $4,961+59.0% | $4,693+68.0% | $4,299+83.4% |
| Participant deferral / active EE | $8,489 | $8,310+2.2% | $7,997+6.2% | $6,507+30.5% |
| Admin fee / account holder | $1,862 | $14,846-87.5% | $13,435-86.1% | $12,624-85.3% |