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 | $140,088 | $172,111-18.6% | $150,298-6.8% | $137,256+2.1% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 15.35% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,852 | $4,636+26.2% | $4,154+40.9% | $4,156+40.8% |
| Participant deferral / active EE | $5,979 | $6,166-3.0% | $5,453+9.7% | $6,407-6.7% |
| Admin fee / account holder | $1,024 | $16,471-93.8% | $14,116-92.7% | $12,270-91.7% |