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 | $151,392 | $175,202-13.6% | $149,673+1.1% | $139,434+8.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 25.36% | 166.71%-141.3pp | 134.42%-109.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,395 | $5,474-19.7% | $4,818-8.8% | $4,751-7.5% |
| Participant deferral / active EE | $5,219 | $6,519-19.9% | $5,680-8.1% | $6,710-22.2% |
| Admin fee / account holder | $4,720 | $16,150-70.8% | $13,210-64.3% | $11,403-58.6% |