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 | $136,298 | $201,272-32.3% | $184,203-26.0% | $145,922-6.6% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 10.65% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $10,618 | $7,022+51.2% | $6,427+65.2% | $4,660+127.9% |
| Participant deferral / active EE | $3,914 | $9,806-60.1% | $9,131-57.1% | $6,688-41.5% |
| Admin fee / account holder | $1,719 | $16,364-89.5% | $13,901-87.6% | $13,397-87.2% |