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 | $140,507 | $106,515+31.9% | $96,683+45.3% | $139,434+0.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 24.03% | 38.43%-14.4pp | 35.69%-11.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $4,160 | $4,103+1.4% | $3,737+11.3% | $4,751-12.4% |
| Participant deferral / active EE | $16,392 | $5,454+200.6% | $4,878+236.0% | $6,710+144.3% |
| Admin fee / account holder | $631 | $7,877-92.0% | $6,730-90.6% | $11,403-94.5% |