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 | $160,273 | $162,781-1.5% | $133,956+19.6% | $158,922+0.9% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 11.20% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $3,096 | $4,975-37.8% | $3,919-21.0% | $4,761-35.0% |
| Participant deferral / active EE | $7,004 | $5,911+18.5% | $5,048+38.7% | $5,982+17.1% |
| Admin fee / account holder | $83,240 | $11,736+609.2% | $8,927+832.4% | $11,246+640.2% |