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 | $140,127 | $175,202-20.0% | $149,673-6.4% | $139,434+0.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.20% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,303 | $5,474-39.7% | $4,818-31.4% | $4,751-30.5% |
| Participant deferral / active EE | $7,353 | $6,519+12.8% | $5,680+29.5% | $6,710+9.6% |
| Admin fee / account holder | $2,481 | $16,150-84.6% | $13,210-81.2% | $11,403-78.2% |