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 | $160,344 | $176,812-9.3% | $146,665+9.3% | $167,490-4.3% |
| Participation rate | 88.2% | 83.6%+4.6pp | 80.1%+8.2pp | 82.1%+6.1pp |
| Annual return | 16.70% | 24.03%-7.3pp | 22.74%-6.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,086 | $5,160-59.6% | $4,136-49.6% | $4,837-56.9% |
| Participant deferral / active EE | $3,414 | $6,440-47.0% | $5,506-38.0% | $6,341-46.2% |
| Admin fee / account holder | $3,772 | $13,259-71.6% | $10,280-63.3% | $12,309-69.4% |