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 | $149,721 | $165,984-9.8% | $164,813-9.2% | $145,922+2.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 14.70% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,532 | $5,273-14.1% | $4,341+4.4% | $4,660-2.7% |
| Participant deferral / active EE | $9,461 | $6,959+36.0% | $6,031+56.9% | $6,688+41.5% |
| Admin fee / account holder | $12,671 | $16,648-23.9% | $12,690-0.1% | $13,397-5.4% |