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 | $154,496 | $183,519-15.8% | $155,509-0.7% | $145,922+5.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.07% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,759 | $5,313-48.1% | $4,672-41.0% | $4,660-40.8% |
| Participant deferral / active EE | $9,908 | $6,462+53.3% | $5,626+76.1% | $6,688+48.1% |
| Admin fee / account holder | $14,798 | $19,313-23.4% | $15,912-7.0% | $13,397+10.5% |