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 | $144,304 | $175,202-17.6% | $149,673-3.6% | $139,434+3.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.82% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,080 | $5,474-80.3% | $4,818-77.6% | $4,751-77.3% |
| Participant deferral / active EE | $6,700 | $6,519+2.8% | $5,680+18.0% | $6,710-0.2% |
| Admin fee / account holder | $1,208 | $16,150-92.5% | $13,210-90.9% | $11,403-89.4% |