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 | $145,056 | $177,572-18.3% | $154,803-6.3% | $142,382+1.9% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.1%+13.2pp | 80.1%+11.2pp |
| Annual return | 16.67% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,630 | $4,810+58.6% | $4,305+77.2% | $4,299+77.5% |
| Participant deferral / active EE | $6,357 | $6,272+1.4% | $5,540+14.7% | $6,507-2.3% |
| Admin fee / account holder | $2,888 | $16,786-82.8% | $14,329-79.8% | $12,624-77.1% |