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 | $130,108 | $148,534-12.4% | $135,903-4.3% | $139,434-6.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 26.83% | 79.19%-52.4pp | 68.23%-41.4pp | 372.94%-346.1pp |
| Employer contribution / active EE | $3,280 | $5,243-37.4% | $4,856-32.5% | $4,751-31.0% |
| Participant deferral / active EE | $11,181 | $8,100+38.0% | $7,758+44.1% | $6,710+66.6% |
| Admin fee / account holder | $373 | $12,400-97.0% | $10,762-96.5% | $11,403-96.7% |