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 | $171,948 | $177,572-3.2% | $154,803+11.1% | $142,382+20.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.55% | 65.07%-38.5pp | 58.88%-32.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $4,330 | $4,810-10.0% | $4,305+0.6% | $4,299+0.7% |
| Participant deferral / active EE | $3,296 | $6,272-47.4% | $5,540-40.5% | $6,507-49.3% |
| Admin fee / account holder | $4,123 | $16,786-75.4% | $14,329-71.2% | $12,624-67.3% |