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 | $171,158 | $162,781+5.1% | $133,956+27.8% | $158,922+7.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.92% | 41.94%-31.0pp | 45.09%-34.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,605 | $4,975-67.8% | $3,919-59.1% | $4,761-66.3% |
| Participant deferral / active EE | $4,628 | $5,911-21.7% | $5,048-8.3% | $5,982-22.6% |
| Admin fee / account holder | $3,933 | $11,736-66.5% | $8,927-55.9% | $11,246-65.0% |