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 | $153,713 | $157,256-2.3% | $141,162+8.9% | $152,861+0.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 27.12% | 64.32%-37.2pp | 71.39%-44.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,727 | $5,261-29.2% | $4,735-21.3% | $4,762-21.7% |
| Participant deferral / active EE | $11,883 | $7,109+67.1% | $6,709+77.1% | $5,850+103.1% |
| Admin fee / account holder | $390 | $12,120-96.8% | $10,261-96.2% | $11,596-96.6% |