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 | $134,424 | $159,602-15.8% | $150,045-10.4% | $142,382-5.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.87% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,952 | $4,961-0.2% | $4,693+5.5% | $4,299+15.2% |
| Participant deferral / active EE | $10,165 | $8,310+22.3% | $7,997+27.1% | $6,507+56.2% |
| Admin fee / account holder | $1,365 | $14,846-90.8% | $13,435-89.8% | $12,624-89.2% |