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 | $142,959 | $157,256-9.1% | $141,162+1.3% | $152,861-6.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 24.87% | 64.32%-39.5pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,980 | $5,261-24.4% | $4,735-16.0% | $4,762-16.4% |
| Participant deferral / active EE | $14,285 | $7,109+100.9% | $6,709+112.9% | $5,850+144.2% |
| Admin fee / account holder | $2,040 | $12,120-83.2% | $10,261-80.1% | $11,596-82.4% |