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 | $155,468 | $183,519-15.3% | $155,5090% | $145,922+6.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 17.23% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,294 | $5,313-19.2% | $4,672-8.1% | $4,660-7.9% |
| Participant deferral / active EE | $8,523 | $6,462+31.9% | $5,626+51.5% | $6,688+27.4% |
| Admin fee / account holder | $888 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |