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 | $149,663 | $198,466-24.6% | $170,442-12.2% | $147,584+1.4% |
| Participation rate | 79.2% | 88.0%-8.8pp | 83.6%-4.4pp | 82.8%-3.7pp |
| Annual return | 17.38% | 257.29%-239.9pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $7,856 | $6,184+27.1% | $5,433+44.6% | $4,876+61.1% |
| Participant deferral / active EE | $5,128 | $5,629-8.9% | $4,939+3.8% | $5,439-5.7% |
| Admin fee / account holder | $8,948 | $16,852-46.9% | $13,880-35.5% | $10,885-17.8% |