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 | $148,587 | $165,335-10.1% | $149,696-0.7% | $158,922-6.5% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 17.77% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,517 | $5,103-50.7% | $4,644-45.8% | $4,761-47.1% |
| Participant deferral / active EE | $7,618 | $7,181+6.1% | $6,842+11.4% | $5,982+27.4% |
| Admin fee / account holder | $1,564 | $10,807-85.5% | $9,309-83.2% | $11,246-86.1% |