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 | $123,181 | $183,519-32.9% | $155,509-20.8% | $145,922-15.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.69% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,668 | $5,313-31.0% | $4,672-21.5% | $4,660-21.3% |
| Participant deferral / active EE | $8,092 | $6,462+25.2% | $5,626+43.8% | $6,688+21.0% |
| Admin fee / account holder | $17,256 | $19,313-10.7% | $15,912+8.4% | $13,397+28.8% |