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 | $164,647 | $183,592-10.3% | $155,567+5.8% | $145,959+12.8% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 11.39% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,632 | $5,315-50.5% | $4,674-43.7% | $4,661-43.5% |
| Participant deferral / active EE | $5,732 | $6,464-11.3% | $5,628+1.8% | $6,689-14.3% |
| Admin fee / account holder | $943 | $19,318-95.1% | $15,916-94.1% | $13,398-93.0% |