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 | $138,127 | $138,0650% | $123,544+11.8% | $135,375+2.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 5.87% | 153.68%-147.8pp | 119.20%-113.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $2,083 | $5,151-59.6% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $6,731 | $6,799-1.0% | $6,426+4.8% | $5,609+20.0% |
| Admin fee / account holder | $733 | $10,916-93.3% | $9,284-92.1% | $10,827-93.2% |