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 | $154,595 | $179,726-14.0% | $156,263-1.1% | $142,382+8.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 13.70% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,426 | $5,069-32.4% | $4,333-20.9% | $4,299-20.3% |
| Participant deferral / active EE | $4,903 | $6,956-29.5% | $6,158-20.4% | $6,507-24.7% |
| Admin fee / account holder | $24,576 | $17,272+42.3% | $14,255+72.4% | $12,624+94.7% |