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 | $141,793 | $183,519-22.7% | $155,509-8.8% | $145,922-2.8% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 27.99% | 61.17%-33.2pp | 64.67%-36.7pp | 561.29%-533.3pp |
| Employer contribution / active EE | $2,696 | $5,313-49.3% | $4,672-42.3% | $4,660-42.1% |
| Participant deferral / active EE | $3,271 | $6,462-49.4% | $5,626-41.9% | $6,688-51.1% |
| Admin fee / account holder | $1,318 | $19,313-93.2% | $15,912-91.7% | $13,397-90.2% |