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 | $161,441 | $166,020-2.8% | $164,866-2.1% | $145,959+10.6% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.81% | 100.08%-84.3pp | 69.97%-54.2pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,384 | $5,275-54.8% | $4,343-45.1% | $4,661-48.9% |
| Participant deferral / active EE | $7,231 | $6,961+3.9% | $6,033+19.9% | $6,689+8.1% |
| Admin fee / account holder | $6,909 | $16,644-58.5% | $12,689-45.6% | $13,398-48.4% |