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 | $155,671 | $176,812-12.0% | $146,665+6.1% | $167,490-7.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.48% | 24.03%-13.6pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,994 | $5,160-22.6% | $4,136-3.4% | $4,837-17.4% |
| Participant deferral / active EE | $8,509 | $6,440+32.1% | $5,506+54.5% | $6,341+34.2% |
| Admin fee / account holder | $5,204 | $13,259-60.8% | $10,280-49.4% | $12,309-57.7% |