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 | $165,984-2.7% | $164,813-2.0% | $145,922+10.6% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.81% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,384 | $5,273-54.8% | $4,341-45.1% | $4,660-48.8% |
| Participant deferral / active EE | $7,231 | $6,959+3.9% | $6,031+19.9% | $6,688+8.1% |
| Admin fee / account holder | $6,909 | $16,648-58.5% | $12,690-45.6% | $13,397-48.4% |