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 | $130,627 | $135,635-3.7% | $110,238+18.5% | $135,375-3.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | 7.28% | 513.19%-505.9pp | 314.74%-307.5pp | 519.73%-512.5pp |
| Employer contribution / active EE | $2,324 | $4,906-52.6% | $3,826-39.3% | $4,779-51.4% |
| Participant deferral / active EE | $4,710 | $5,506-14.5% | $4,672+0.8% | $5,609-16.0% |
| Admin fee / account holder | $834 | $11,457-92.7% | $8,547-90.2% | $10,827-92.3% |