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 | $131,128 | $142,405-7.9% | $115,157+13.9% | $152,861-14.2% |
| Participation rate | 90.9% | 82.4%+8.6pp | 75.9%+15.0pp | 82.4%+8.5pp |
| Annual return | 20.68% | 41.48%-20.8pp | 35.60%-14.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,551 | $4,010+13.5% | $3,179+43.2% | $4,762-4.4% |
| Participant deferral / active EE | $4,616 | $5,164-10.6% | $4,168+10.7% | $5,850-21.1% |
| Admin fee / account holder | $561 | $8,462-93.4% | $7,088-92.1% | $11,596-95.2% |