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 | $140,568 | $185,822-24.4% | $169,993-17.3% | $139,434+0.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.59% | 60.50%-43.9pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,265 | $7,590-57.0% | $6,785-51.9% | $4,751-31.3% |
| Participant deferral / active EE | $13,282 | $11,622+14.3% | $10,408+27.6% | $6,710+97.9% |
| Admin fee / account holder | $13,265 | $15,381-13.8% | $12,815+3.5% | $11,403+16.3% |