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 | $159,101 | $165,984-4.1% | $164,813-3.5% | $145,922+9.0% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 23.97% | 100.03%-76.1pp | 69.93%-46.0pp | 561.29%-537.3pp |
| Employer contribution / active EE | $1,992 | $5,273-62.2% | $4,341-54.1% | $4,660-57.3% |
| Participant deferral / active EE | $8,835 | $6,959+27.0% | $6,031+46.5% | $6,688+32.1% |
| Admin fee / account holder | $17,776 | $16,648+6.8% | $12,690+40.1% | $13,397+32.7% |