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 | $158,079 | $176,377-10.4% | $134,143+17.8% | $158,922-0.5% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 11.57% | 63.63%-52.1pp | 36.33%-24.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,960 | $5,040-21.4% | $3,704+6.9% | $4,761-16.8% |
| Participant deferral / active EE | $6,565 | $4,091+60.5% | $3,499+87.6% | $5,982+9.7% |
| Admin fee / account holder | $3,810 | $8,718-56.3% | $6,684-43.0% | $11,246-66.1% |