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 | $158,336 | $165,335-4.2% | $149,696+5.8% | $158,922-0.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.53% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,866 | $5,103-24.2% | $4,644-16.8% | $4,761-18.8% |
| Participant deferral / active EE | $8,166 | $7,181+13.7% | $6,842+19.4% | $5,982+36.5% |
| Admin fee / account holder | $1,074 | $10,807-90.1% | $9,309-88.5% | $11,246-90.5% |