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 | $174,078 | $176,056-1.1% | $159,436+9.2% | $167,490+3.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.01% | 331.75%-317.7pp | 263.57%-249.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,788 | $5,297-28.5% | $4,829-21.6% | $4,837-21.7% |
| Participant deferral / active EE | $6,442 | $7,750-16.9% | $7,352-12.4% | $6,341+1.6% |
| Admin fee / account holder | $553 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |