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 | $154,893 | $162,781-4.8% | $133,956+15.6% | $158,922-2.5% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 16.51% | 41.94%-25.4pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,853 | $4,975-22.6% | $3,919-1.7% | $4,761-19.1% |
| Participant deferral / active EE | $6,616 | $5,911+11.9% | $5,048+31.1% | $5,982+10.6% |
| Admin fee / account holder | $1,634 | $11,736-86.1% | $8,927-81.7% | $11,246-85.5% |