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 | $135,672 | $152,587-11.1% | $125,175+8.4% | $152,861-11.2% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 24.61% | 54.84%-30.2pp | 43.79%-19.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,420 | $4,946-51.1% | $3,865-37.4% | $4,762-49.2% |
| Participant deferral / active EE | $6,946 | $5,868+18.4% | $4,937+40.7% | $5,850+18.7% |
| Admin fee / account holder | $4,123 | $13,434-69.3% | $9,702-57.5% | $11,596-64.4% |