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 | $155,211 | $118,849+30.6% | $96,562+60.7% | $167,490-7.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 10.70% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $4,824 | $3,120+54.6% | $2,356+104.7% | $4,837-0.3% |
| Participant deferral / active EE | $3,481 | $4,616-24.6% | $3,849-9.6% | $6,341-45.1% |
| Admin fee / account holder | $2,947 | $8,065-63.5% | $6,181-52.3% | $12,309-76.1% |