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 | $135,066 | $178,174-24.2% | $156,181-13.5% | $137,256-1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.89% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,264 | $4,972-14.2% | $4,294-0.7% | $4,156+2.6% |
| Participant deferral / active EE | $9,500 | $6,888+37.9% | $6,132+54.9% | $6,407+48.3% |
| Admin fee / account holder | $589 | $17,404-96.6% | $14,586-96.0% | $12,270-95.2% |