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 | $186,734 | $197,591-5.5% | $177,821+5.0% | $158,922+17.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.20% | 58.76%-41.6pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $4,585 | $6,697-31.5% | $5,918-22.5% | $4,761-3.7% |
| Participant deferral / active EE | $7,662 | $8,405-8.8% | $7,714-0.7% | $5,982+28.1% |
| Admin fee / account holder | $486 | $15,399-96.8% | $12,427-96.1% | $11,246-95.7% |