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 | $141,946 | $152,587-7.0% | $125,175+13.4% | $152,861-7.1% |
| Participation rate | 95.0% | 83.3%+11.7pp | 79.8%+15.2pp | 82.4%+12.6pp |
| Annual return | 19.27% | 54.84%-35.6pp | 43.79%-24.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $7,859 | $4,946+58.9% | $3,865+103.3% | $4,762+65.0% |
| Participant deferral / active EE | $6,274 | $5,868+6.9% | $4,937+27.1% | $5,850+7.2% |
| Admin fee / account holder | $11,283 | $13,434-16.0% | $9,702+16.3% | $11,596-2.7% |