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 | $151,611 | $175,202-13.5% | $149,673+1.3% | $139,434+8.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.99% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,839 | $5,474-66.4% | $4,818-61.8% | $4,751-61.3% |
| Participant deferral / active EE | $7,806 | $6,519+19.8% | $5,680+37.4% | $6,710+16.3% |
| Admin fee / account holder | $9,172 | $16,150-43.2% | $13,210-30.6% | $11,403-19.6% |