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 | $148,587 | $197,591-24.8% | $177,821-16.4% | $158,922-6.5% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 17.35% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,619 | $6,697-60.9% | $5,918-55.7% | $4,761-45.0% |
| Participant deferral / active EE | $6,464 | $8,405-23.1% | $7,714-16.2% | $5,982+8.1% |
| Admin fee / account holder | $652 | $15,399-95.8% | $12,427-94.8% | $11,246-94.2% |