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 | $158,233 | $177,572-10.9% | $154,803+2.2% | $142,382+11.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.63% | 65.07%-52.4pp | 58.88%-46.3pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,526 | $4,810-47.5% | $4,305-41.3% | $4,299-41.2% |
| Participant deferral / active EE | $2,919 | $6,272-53.5% | $5,540-47.3% | $6,507-55.1% |
| Admin fee / account holder | $966 | $16,786-94.2% | $14,329-93.3% | $12,624-92.3% |