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 | $142,129 | $157,256-9.6% | $141,162+0.7% | $152,861-7.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 30.43% | 64.32%-33.9pp | 71.39%-41.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $5,403 | $5,261+2.7% | $4,735+14.1% | $4,762+13.5% |
| Participant deferral / active EE | $15,775 | $7,109+121.9% | $6,709+135.1% | $5,850+169.7% |
| Admin fee / account holder | $498 | $12,120-95.9% | $10,261-95.1% | $11,596-95.7% |