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 | $184,598 | $209,336-11.8% | $197,124-6.4% | $137,256+34.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 20.68% | 48.09%-27.4pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $18,210 | $6,591+176.3% | $6,227+192.4% | $4,156+338.2% |
| Participant deferral / active EE | $14,764 | $9,614+53.6% | $9,135+61.6% | $6,407+130.4% |
| Admin fee / account holder | $1,510 | $17,308-91.3% | $16,298-90.7% | $12,270-87.7% |