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 | $145,514 | $185,822-21.7% | $169,993-14.4% | $139,434+4.4% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 14.37% | 60.50%-46.1pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,600 | $7,590-39.4% | $6,785-32.2% | $4,751-3.2% |
| Participant deferral / active EE | $7,230 | $11,622-37.8% | $10,408-30.5% | $6,710+7.7% |
| Admin fee / account holder | $3,407 | $15,381-77.9% | $12,815-73.4% | $11,403-70.1% |