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 | $153,460 | $165,335-7.2% | $149,696+2.5% | $158,922-3.4% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 27.28% | 348.15%-320.9pp | 276.60%-249.3pp | 302.83%-275.5pp |
| Employer contribution / active EE | $3,097 | $5,103-39.3% | $4,644-33.3% | $4,761-35.0% |
| Participant deferral / active EE | $6,067 | $7,181-15.5% | $6,842-11.3% | $5,982+1.4% |
| Admin fee / account holder | $2,590 | $10,807-76.0% | $9,309-72.2% | $11,246-77.0% |