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 | $159,784 | $157,256+1.6% | $141,162+13.2% | $152,861+4.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.44% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,400 | $5,261-35.4% | $4,735-28.2% | $4,762-28.6% |
| Participant deferral / active EE | $7,029 | $7,109-1.1% | $6,709+4.8% | $5,850+20.2% |
| Admin fee / account holder | $3,674 | $12,120-69.7% | $10,261-64.2% | $11,596-68.3% |