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 | $152,699 | $152,587+0.1% | $125,175+22.0% | $152,861-0.1% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 23.62% | 54.84%-31.2pp | 43.79%-20.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,281 | $4,946-53.9% | $3,865-41.0% | $4,762-52.1% |
| Participant deferral / active EE | $6,213 | $5,868+5.9% | $4,937+25.9% | $5,850+6.2% |
| Admin fee / account holder | $18,455 | $13,434+37.4% | $9,702+90.2% | $11,596+59.1% |