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 | $174,810 | $197,591-11.5% | $177,821-1.7% | $158,922+10.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.80% | 58.76%-50.0pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,424 | $6,697-63.8% | $5,918-59.0% | $4,761-49.1% |
| Participant deferral / active EE | $7,918 | $8,405-5.8% | $7,714+2.7% | $5,982+32.4% |
| Admin fee / account holder | $493 | $15,399-96.8% | $12,427-96.0% | $11,246-95.6% |