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 | $141,253 | $180,449-21.7% | $154,107-8.3% | $135,375+4.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 7.72% | 888.09%-880.4pp | 735.12%-727.4pp | 519.73%-512.0pp |
| Employer contribution / active EE | $2,985 | $6,035-50.5% | $5,298-43.6% | $4,779-37.5% |
| Participant deferral / active EE | $5,669 | $5,806-2.4% | $5,081+11.6% | $5,609+1.1% |
| Admin fee / account holder | $4,905 | $16,143-69.6% | $13,411-63.4% | $10,827-54.7% |