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 | $117,979 | $175,202-32.7% | $149,673-21.2% | $139,434-15.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.19% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $8,226 | $5,474+50.3% | $4,818+70.8% | $4,751+73.2% |
| Participant deferral / active EE | $8,352 | $6,519+28.1% | $5,680+47.0% | $6,710+24.5% |
| Admin fee / account holder | $1,786 | $16,150-88.9% | $13,210-86.5% | $11,403-84.3% |