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 | $165,729 | $183,519-9.7% | $155,509+6.6% | $145,922+13.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 61.17%-52.1pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,831 | $5,313-65.5% | $4,672-60.8% | $4,660-60.7% |
| Participant deferral / active EE | $8,356 | $6,462+29.3% | $5,626+48.5% | $6,688+24.9% |
| Admin fee / account holder | $1,875 | $19,313-90.3% | $15,912-88.2% | $13,397-86.0% |