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 | $153,997 | $175,202-12.1% | $149,673+2.9% | $139,434+10.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.59% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,930 | $5,474-9.9% | $4,818+2.3% | $4,751+3.8% |
| Participant deferral / active EE | $6,916 | $6,519+6.1% | $5,680+21.8% | $6,710+3.1% |
| Admin fee / account holder | $1,646 | $16,150-89.8% | $13,210-87.5% | $11,403-85.6% |