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 | $153,425 | $111,535+37.6% | $105,223+45.8% | $137,256+11.8% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 80.0%+2.6pp |
| Annual return | 15.72% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,854 | $3,939-2.2% | $3,689+4.5% | $4,156-7.3% |
| Participant deferral / active EE | $8,321 | $5,500+51.3% | $5,072+64.1% | $6,407+29.9% |
| Admin fee / account holder | $1,006 | $9,721-89.6% | $8,859-88.6% | $12,270-91.8% |