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 | $153,418 | $154,117-0.5% | $129,995+18.0% | $139,434+10.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 16.60% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,049 | $5,289-23.5% | $4,320-6.3% | $4,751-14.8% |
| Participant deferral / active EE | $10,769 | $6,710+60.5% | $5,820+85.0% | $6,710+60.5% |
| Admin fee / account holder | $1,239 | $14,007-91.2% | $10,614-88.3% | $11,403-89.1% |