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 | $141,834 | $185,822-23.7% | $169,993-16.6% | $139,434+1.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.74% | 60.50%-42.8pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $6,846 | $7,590-9.8% | $6,785+0.9% | $4,751+44.1% |
| Participant deferral / active EE | $10,358 | $11,622-10.9% | $10,408-0.5% | $6,710+54.4% |
| Admin fee / account holder | $1,034 | $15,381-93.3% | $12,815-91.9% | $11,403-90.9% |