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 | $126,502 | $162,781-22.3% | $133,956-5.6% | $158,922-20.4% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 18.99% | 41.94%-23.0pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $7,879 | $4,975+58.4% | $3,919+101.1% | $4,761+65.5% |
| Participant deferral / active EE | $7,941 | $5,911+34.3% | $5,048+57.3% | $5,982+32.7% |
| Admin fee / account holder | $14,340 | $11,736+22.2% | $8,927+60.6% | $11,246+27.5% |