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 | $135,434 | $209,411-35.3% | $178,490-24.1% | $158,922-14.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 31.59% | 188.75%-157.2pp | 151.07%-119.5pp | 302.83%-271.2pp |
| Employer contribution / active EE | $1,517 | $5,706-73.4% | $5,011-69.7% | $4,761-68.1% |
| Participant deferral / active EE | $7,713 | $5,954+29.5% | $5,202+48.3% | $5,982+28.9% |
| Admin fee / account holder | $1,396 | $17,074-91.8% | $13,984-90.0% | $11,246-87.6% |