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 | $152,552 | $165,335-7.7% | $149,696+1.9% | $158,922-4.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 21.32% | 348.15%-326.8pp | 276.60%-255.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,925 | $5,103-42.7% | $4,644-37.0% | $4,761-38.6% |
| Participant deferral / active EE | $7,956 | $7,181+10.8% | $6,842+16.3% | $5,982+33.0% |
| Admin fee / account holder | $1,257 | $10,807-88.4% | $9,309-86.5% | $11,246-88.8% |