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 | $134,697 | $172,478-21.9% | $145,661-7.5% | $142,382-5.4% |
| Participation rate | 86.7% | 80.1%+6.6pp | 77.2%+9.4pp | 80.1%+6.5pp |
| Annual return | 14.67% | 151.09%-136.4pp | 101.46%-86.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,410 | $4,899-10.0% | $4,238+4.1% | $4,299+2.6% |
| Participant deferral / active EE | $7,400 | $8,348-11.4% | $7,198+2.8% | $6,507+13.7% |
| Admin fee / account holder | $317 | $16,864-98.1% | $12,466-97.5% | $12,624-97.5% |