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 | $144,453 | $183,592-21.3% | $155,567-7.1% | $145,959-1.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.27% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,597 | $5,315-51.1% | $4,674-44.4% | $4,661-44.3% |
| Participant deferral / active EE | $9,771 | $6,464+51.2% | $5,628+73.6% | $6,689+46.1% |
| Admin fee / account holder | $1,927 | $19,318-90.0% | $15,916-87.9% | $13,398-85.6% |