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 | $151,148 | $175,202-13.7% | $149,673+1.0% | $139,434+8.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 21.99% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,396 | $5,474-74.5% | $4,818-71.0% | $4,751-70.6% |
| Participant deferral / active EE | $6,659 | $6,519+2.2% | $5,680+17.2% | $6,710-0.8% |
| Admin fee / account holder | $7,208 | $16,150-55.4% | $13,210-45.4% | $11,403-36.8% |