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 | $150,860 | $154,117-2.1% | $129,995+16.1% | $139,434+8.2% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 21.41% | 32.48%-11.1pp | -137.18%+158.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,147 | $5,289-78.3% | $4,320-73.4% | $4,751-75.9% |
| Participant deferral / active EE | $6,952 | $6,710+3.6% | $5,820+19.4% | $6,710+3.6% |
| Admin fee / account holder | $342 | $14,007-97.6% | $10,614-96.8% | $11,403-97.0% |