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 | $131,817 | $152,587-13.6% | $125,175+5.3% | $152,861-13.8% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 17.40% | 54.84%-37.4pp | 43.79%-26.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,610 | $4,946-27.0% | $3,865-6.6% | $4,762-24.2% |
| Participant deferral / active EE | $8,746 | $5,868+49.0% | $4,937+77.2% | $5,850+49.5% |
| Admin fee / account holder | $14,566 | $13,434+8.4% | $9,702+50.1% | $11,596+25.6% |